Desmond Perry

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Wells Fargo Advisors Financial Network
  Vineland, NJ
• 08/2015 → 06/2025
  Morgan Stanley
  New York, NY
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc.
  Philadelphia, PA
• 06/2025 → 11/2025
  Unemployed
  Carneys Point, NJ

Previous Registrations

• 2015-08-18 → 2025-07-07
  Morgan Stanley
  Warren, NJ
  Short Hills, NJ
  Paramus, NJ
  New York, NY
  Carneys Pointy, NJ
• 2013-11-25 → 2015-08-04
  Td Ameritrade, Inc.
  Westlake, TX
  Jersey City, NJ
• 2009-06-01 → 2012-11-05
  Morgan Stanley
  Morristown, NJ
  Short Hills, NJ
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Morristown, NJ
• 2006-09-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Morristown, NJ
  Morristown, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-28
• S63 Uniform Securities Agent State Law Examination
  1999-08-31

Other Names

• Desmond A Perry
• Desmond Alphanso Perry