Perry Owens Smith

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2013 → 05/2025
  E*Trade Securities Llc
  Alpharetta, GA
• 01/2023 → 05/2025
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → 05/2025
  Morgan Stanley
  Alpharetta, GA
• 03/2026 → Present
  Bison Wealth, Llc.
  Atlanta, GA
• 06/2025 → 02/2026
  Unemployed
  Atlanta, GA

Previous Registrations

• 2024-07-01 → 2025-06-11
  Morgan Stanley
  Alpharetta, GA
• 2013-05-30 → 2013-09-27
  Nestwise Llc
  Atlanta, GA
  Boston, MA
• 2011-03-08 → 2012-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 2007-12-03 → 2010-07-14
  Fisher Investments
  Vancouver, WA
  Plano, TX
• 2005-01-24 → 2006-04-24
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-03
• S63 Uniform Securities Agent State Law Examination
  2011-02-04

Other Names

• Perry Owens Smith
• Perry Owens Smith
• Perry Smith
• Perry O Smith