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Adam David Perry

Charles Schwab & Co., Inc.

New York City, NY

CRD 8096533

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-18
  • NY RA
    APPROVED
    Since 2026-02-18

Branch Locations

60 E 42Nd St Ground Floor, New York City, NY 10165-0007 • 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
Charles Schwab & Co., Inc. New York NY 06/2025 Present
Collection Xiix, Ltd. New York NY 08/2022 08/2023
Baruch College New York NY 02/2024 06/2024
Unemployed Cedar Park TX 07/2024 05/2025
Marshall's New York NY 06/2022 08/2022
Unemployed Cedar Park TX 04/2015 05/2022
Unemployed Madrid 08/2023 01/2024
Charles Schwab Bank New York City NY 06/2025 Present
  • 06/2025 → Present
    Charles Schwab & Co., Inc.
    New York, NY
  • 08/2022 → 08/2023
    Collection Xiix, Ltd.
    New York, NY
  • 02/2024 → 06/2024
    Baruch College
    New York, NY
  • 07/2024 → 05/2025
    Unemployed
    Cedar Park, TX
  • 06/2022 → 08/2022
    Marshall's
    New York, NY
  • 04/2015 → 05/2022
    Unemployed
    Cedar Park, TX
  • 08/2023 → 01/2024
    Unemployed
    Madrid
  • 06/2025 → Present
    Charles Schwab Bank
    New York City, NY
Other Businesses

1) Adam Perry | Investment Related:No|Other|Content Creator|1/1/2022|Less than 20|0|Collect royalties from content posted on YouTube, Instagram, TikTok, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-18
  • S66 Uniform Combined State Law Examination
    2026-02-18

View on SEC IAPD

Nearby Firms

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CIBC PRIVATE WEALTH ADVISORS, INC.
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Nearby Investors

JOSEPH MICHAEL CANTORE
PATRICK FRUZZETTI
Benjamin James Johnston

Nearby Offices

HIGHTOWER ADVISORS, LLC · New York City, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY

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