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Samuel Chester Perry

PHOENIX CAPITAL REALTY ADVISORS, LLC·ADDISON, Texas
Clean recordPHOENIX 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Samuel Chester Perry is a registered financial advisor based in ADDISON, Texas, affiliated with PHOENIX CAPITAL REALTY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PHOENIX CAPITAL REALTY ADVISORS, LLC
PHOENIX CAPITAL REALTY ADVISORS, LLC
AUM
$233M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PHOENIX CAPITAL REALTY ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: % OF INITIAL INVESTMENT COSTS
Regulatory
SEC/IARD CRD# 6028815
Firm CRD# 161129
View on FINRA BrokerCheck →

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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

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

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