Michelle Judith 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

• 08/2012 → 07/2024
  Edward Jones
  St Louis, MO
• 07/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2024 → Present
  Triad Financial Group, Llc
  Creve Coeur, MO

Previous Registrations

• 2012-12-17 → 2024-07-29
  Edward Jones
  St Louis, MO
  O Fallon, MO
  O Fallon, MO
  St Peters, MO
  St Louis, MO
  Creve Coeur, MO
  Creve Coeur, MO

Other Businesses

1. Fixed insurance sales; as of 07/24/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Modica Lakehouse, LLC, an entity created for the purpose of buying and managing residential real estate in Rocky Mount, MO, as of 05/19/2020; 0% of time spent during business hours; Not Conducted at branch; Investment related. 3. Owner, Perry Services, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Creve Coeur, MO; as of 02/23/2025; 25% time spent during business hours; Conducted at branch; Investment related. 4. Research Associate, LifeX; participating in health surveys; Located in Creve Coeur, MO, as of 1/01/2026; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-13

Designations

• Certified Financial Planner

Other Names

• Michelle Judith Modica
• Michelle J Perry