Inactive

Mark Richard Perry

Choate Investment Advisors

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Current Employers

Choate Investment Advisors

Two International Place Suite 3000, Boston, MA 02110 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-11-26

MA RA
APPROVED

Since 2025-11-26

Branch Locations

Two International Place Suite 3000, Boston, MA 02110 • 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

Organization	City	State	From	To
Winslow, Evans & Crocker, Inc.	Boston	MA	09/2001	03/2021
Winslow Wealth Management, Llc	Boston	MA	12/2001	03/2021
National Securities Corporation	Boston	MA	03/2021	06/2021
Lowell Blake & Associates, Llc	Boston	MA	06/2021	11/2023
Choate Investment Advisors	Boston	MA	10/2023	Present

09/2001 → 03/2021

Winslow, Evans & Crocker, Inc.

Boston, MA
12/2001 → 03/2021

Winslow Wealth Management, Llc

Boston, MA
03/2021 → 06/2021

National Securities Corporation

Boston, MA
06/2021 → 11/2023

Lowell Blake & Associates, Llc

Boston, MA
10/2023 → Present

Choate Investment Advisors

Boston, MA

Previous Registrations

2021-07-27 → 2023-11-15

Lowell Blake & Associates Inc.

Boston, MA
2021-03-24 → 2021-06-22

B. Riley Wealth Advisors, Inc.

Boston, MA
2018-01-05 → 2021-06-07

Winslow Wealth Management Llc

Boston, MA
2017-04-25 → 2021-04-13

Winslow, Evans & Crocker, Inc.

Boston, MA

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-04-18
S63	Uniform Securities Agent State Law Examination	2002-07-23

S65 Uniform Investment Adviser Law Examination

2017-04-18
S63 Uniform Securities Agent State Law Examination

2002-07-23

View on SEC IAPD

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