Unclaimed Profile

Robert Montgomery Perry

PFG PRIVATE WEALTH MANAGEMENT, LLC·LUTZ, Florida

SIE, Series 6, Series 7, Series 22, Series 63ChFCClean record35 years registeredPFG PRIVATE WEALTH MANAGEMENT, LLC

18572 N. DALE MABRY HWY, LUTZ, FL 33548CRD# 1039834Firm CRD# 282301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Montgomery Perry · LUTZ, FL

Registration

CRD #1039834 · PFG PRIVATE WEALTH MANAGEMENT, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PFG PRIVATE WEALTH MANAGEMENT, LLC

PFG PRIVATE WEALTH MANAGEMENT, LLC

Apr 2016 – Dec 2025

LUTZ, FL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2010 – Apr 2016

LUTZ, FL

MML INVESTORS SERVICES, INC.

Mar 1991 – Nov 2009

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · March 25, 1991

Years registered · 35

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PFG PRIVATE WEALTH MANAGEMENT, LLC

CRD 282301 · SEC 801-113163

AUM

$204M

Regulatory assets under management

Employees

971 client accounts

Services offered by PFG PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PFG PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Montgomery Perry offer?

Robert Montgomery Perry specializes in Financial Planning, Investment Management.

What are Robert Montgomery Perry's credentials?

Robert Montgomery Perry holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Montgomery Perry located?

Robert Montgomery Perry is based in LUTZ, Florida, last registered with PFG PRIVATE WEALTH MANAGEMENT, LLC.

How does Robert Montgomery Perry charge for services?

Robert Montgomery Perry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFG PRIVATE WEALTH MANAGEMENT, LLC?

PFG PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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