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Samuel Chester Perry

PHOENIX CAPITAL REALTY ADVISORS, LLC·ADDISON, Texas
SIE, Series 7TO, Series 66Clean record8 years registeredPHOENIX CAPITAL REALTY ADVISORS, LLC
15725 NORTH DALLAS PARKWAY, ADDISON, TX 75001CRD# 6028815Firm CRD# 161129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Chester Perry · ADDISON, TX
Registration
CRD #6028815 · PHOENIX CAPITAL REALTY ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

MONEY CONCEPTS ADVISORY SERVICE
Jun 2021 – present
PHOENIX CAPITAL REALTY ADVISORS, LLC
May 2018 – May 2021
ADDISON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · May 15, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PHOENIX CAPITAL REALTY ADVISORS, LLC
CRD 161129 · SEC 801-74334
AUM
$233M
Regulatory assets under management
Employees
17
4 client accounts
Services offered by PHOENIX CAPITAL REALTY ADVISORS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PHOENIX CAPITAL REALTY ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Samuel Chester Perry offer?
Samuel Chester Perry specializes in Retirement Planning. Contact their office in ADDISON, Texas for a consultation.
What are Samuel Chester Perry's credentials?
Samuel Chester Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Chester Perry located?
Samuel Chester Perry is based in ADDISON, Texas, working with PHOENIX CAPITAL REALTY ADVISORS, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Samuel Chester Perry charge for services?
Samuel Chester Perry's firm is compensated through percentage of aum, performance-based fees, other: % of initial investment costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHOENIX CAPITAL REALTY ADVISORS, LLC?
PHOENIX CAPITAL REALTY ADVISORS, LLC has approximately 17 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PHOENIX CAPITAL REALTY ADVISORS, LLC

Cooper Birdsall Stuart
ADDISON, TX
Stephen James Mastor
ADDISON, TX
Bruce W. Williams
ADDISON, TX
Andrew Fraser Scott
ADDISON, TX
Jeffrey L Swope
ADDISON, TX

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