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David Allan Carpenter

Perennial Advisors Group, LLC

Westford, MA

North Chatham, MA

CRD 4719038

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Employer firm

Perennial Advisors Group, LLC CRD 128600

$397M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Perennial Advisors Group, Llc

270 Littleton Road Suite 19, Westford, MA 01886 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-04-22
MA RA APPROVED 1998-06-09
  • TX RA
    APPROVED_RES
    Since 2015-04-22
  • MA RA
    APPROVED
    Since 1998-06-09

Branch Locations

270 Littleton Road Suite 19, Westford, MA 01886 • United States

North Chatham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perennial Advisors Group, Llc Westford MA 01/1998 Present

View on SEC IAPD

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