Unclaimed Profile

William Joseph Perry

MASON ROAD WEALTH ADVISORS, L.L.C.·CHESTERFIELD, Missouri

Series 65Clean record15 years registeredMASON ROAD WEALTH ADVISORS, L.L.C.

424 S WOODS MILL ROAD, CHESTERFIELD, MO 63017CRD# 4918541Firm CRD# 134109

Profile Verification

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

Identity

William Joseph Perry · CHESTERFIELD, MO

Registration

CRD #4918541 · MASON ROAD WEALTH ADVISORS, L.L.C. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MASON ROAD WEALTH ADVISORS, L.L.C.

MASON ROAD WEALTH ADVISORS, L.L.C.

Aug 2010 – Jul 2022

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 31, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASON ROAD WEALTH ADVISORS, L.L.C.

CRD 134109 · SEC 801-113414

AUM

$116M

Regulatory assets under management

Employees

402 client accounts

Services offered by MASON ROAD WEALTH ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MASON ROAD WEALTH ADVISORS, L.L.C. →

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 →

Looking for a financial advisor in CHESTERFIELD?

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

Browse CHESTERFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Joseph Perry offer?

William Joseph Perry specializes in Financial Planning, Investment Management, Wealth Management.

What are William Joseph Perry's credentials?

William Joseph Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Perry located?

William Joseph Perry is based in CHESTERFIELD, Missouri, last registered with MASON ROAD WEALTH ADVISORS, L.L.C..

How does William Joseph Perry charge for services?

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

How large is MASON ROAD WEALTH ADVISORS, L.L.C.?

MASON ROAD WEALTH ADVISORS, L.L.C. has approximately 6 employees and manages $116M 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 →