Christopher North Perry

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/1997 → Present
  Commonwealth Equity Services, Inc.
  Stamford, CT
• 02/2000 → 07/2025
  Webster Wealth Advisors
  Stamford, CT
• 07/2025 → Present
  Perry Financial Strategies
  Wilton, CT

Previous Registrations

• 2000-02-10 → 2025-08-05
  Webster Wealth Advisors, Inc.
  Stamford, CT
  Wilton, CT
  Stamford, CT
• 2000-02-10 → 2018-12-31
  Webster Wealth Advisors, Inc.
  Stamford, CT
  Wilton, CT

Other Businesses

1.Fixed insurance sales, as of 10/1997, 5% time spent during business hours; Conducted at branch; Investment related. 2.Co-Trustee for a non-client Trust; As of 03/04/2020; 1% time spent during business hours; Conducted at branch; Not investment related. 3.Owner, Perry Financial Strategies, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 07/18/2025; 95% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  1997-10-03

Designations

• Certified Financial Planner

Other Names

• Chris Perry