Destiny Andrea Perry

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2019 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 10/2014 → 09/2017
  Fedex Office
  Pikesville, MD
• 04/2017 → 07/2019
  Paypal Inc.
  Hunt Valley, MD
• 05/2022 → 04/2023
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 05/2022 → 04/2023
  Wells Fargo Bank, Na
  Baltimore, MD
• 03/2021 → 05/2022
  Bank Of America
  Middle River, MD
• 04/2023 → Present
  Morgan Stanley
  Baltimore, MD

Previous Registrations

• 2022-07-27 → 2023-04-22
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
  Columbia, MD

Other Businesses

*621753 - carmax; Investment Related - No; ellicott city, Maryland; Automotive/Transportation; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 100; Administrative, Sales/Marketing.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-27

Other Names

• Destiny Andrea Wharton-Carter
• Destiny Andrea Clark
• Destiny Perry