Investment adviser representative · Perry Investment Management, LLC
Brandon T. Perry
CRD 4572217 · Round Rock, TX
At a glance
Brandon T. Perry is an investment adviser representative with Perry Investment Management, LLC in Round Rock, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brandon’s SEC record dates to 2002, about 23 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Perry Investment Management, LLCSince August 2009Round Rock, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brandon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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