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Adam David Perry is a financial advisor professional located in New York City, NY. They specialize in financial advisory.
Adam David Perry - Charles Schwab & Co., Inc. holds an active professional license (FINRA CRD) for your protection.
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Adam David Perry is a financial advisor with Charles Schwab & Co., Inc. based in New York City. He holds a FINRA CRD license number 8096533, which registers him with the Financial Industry Regulatory Authority. Perry works within the brokerage and investment advisory space, serving clients who need guidance on financial planning and investment decisions.
A FINRA CRD (Central Registration Depository) license indicates that Adam David Perry is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment professionals in the United States. This registration means he has passed required examinations and background checks, and is subject to FINRA's rules and oversight. The CRD license enables him to offer securities-related services and investment advice to clients, with his activities monitored for compliance with federal and industry regulations.