AdvisorOS Directory
Claim Profile
Unclaimed Profile
WP

William Andrew Perry

A. J. PERRY & COMPANY, INC.·BALTIMORE, Maryland
Clean recordA. J. PERRY & COMPANY, INC.
1039 ST. PAUL STREET, BALTIMORE, MD 21202-2605CRD# 5854149Firm CRD# 107041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Andrew Perry · BALTIMORE, MD
Registration
CRD #5854149 · A. J. PERRY & COMPANY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Andrew Perry is a registered financial advisor based in BALTIMORE, Maryland, affiliated with A. J. PERRY & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
A. J. PERRY & COMPANY, INC.
A. J. PERRY & CO.
AUM
$58M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at A. J. PERRY & COMPANY, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5854149
Firm CRD# 107041
View on FINRA BrokerCheck →

Looking for a financial advisor in BALTIMORE?

Browse all registered financial advisors in BALTIMORE, Maryland or claim this profile if it's yours.

Browse BALTIMORE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Andrew Perry offer?
William Andrew Perry specializes in Investment Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.
What are William Andrew Perry's credentials?
William Andrew Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Andrew Perry located?
William Andrew Perry is based in BALTIMORE, Maryland, working with A. J. PERRY & COMPANY, INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does William Andrew Perry charge for services?
William Andrew Perry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A. J. PERRY & COMPANY, INC.?
A. J. PERRY & COMPANY, INC. has approximately 1 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at A. J. PERRY & COMPANY, INC.

Paul Francis Nastasi
BALTIMORE, MD
Wilmer Curtis Stith
BALTIMORE, MD

More Advisors in BALTIMORE, Maryland

Peter Ernest Bancroft
ALEX. BROWN REALTY, INC.·BALTIMORE, MD
Brett David Rogers
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC·BALTIMORE, MD
Charles Edwards Noell
ALEX. BROWN REALTY, INC.·BALTIMORE, MD
Christopher John Hufman
FACET WEALTH, INC·BALTIMORE, MD
Heath Ashley Rushing
ECOSYSTEM INVESTMENT PARTNERS, LLC·BALTIMORE, MD
John Macneill Miller
MILLER VALUE PARTNERS, LLC·BALTIMORE, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)FULTON (24)
City Guides
BETHESDA GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile