Michael A Perri

500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-06-26

Branch Locations

500 W Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greenwich	CT	05/2013	12/2018
Td Ameritrade	Fishkill	CT	01/2019	04/2020
Fidelity Investments	Chappaqua	NY	08/2020	09/2022
Unemployed	New York	NY	05/2020	07/2020
Lpl Financial Llc	Stamford	CT	09/2022	07/2023
Equitable Advisors, Llc	New York	NY	07/2023	Present
Equitable	Shelton	CT	07/2024	Present

05/2013 → 12/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwich, CT
01/2019 → 04/2020

Td Ameritrade

Fishkill, CT
08/2020 → 09/2022

Fidelity Investments

Chappaqua, NY
05/2020 → 07/2020

Unemployed

New York, NY
09/2022 → 07/2023

Lpl Financial Llc

Stamford, CT
07/2023 → Present

Equitable Advisors, Llc

New York, NY
07/2024 → Present

Equitable

Shelton, CT

2023-07-24 → 2025-10-24

Equitable Advisors, Llc

Shelton, CT

New Fairfield, CT

New Fairfield, CT

Syracuse, NY
2022-09-19 → 2023-08-10

Lpl Financial Llc

Stamford, CT
2020-09-17 → 2022-04-29

Fidelity Personal And Workplace Advisors

Chappaqua, NY
2019-02-15 → 2020-04-28

Td Ameritrade, Inc.

Fishkill, NY
2019-02-04 → 2020-04-28

Td Ameritrade Investment Management, Llc

Fishkill, NY
2013-05-24 → 2018-12-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwich, CT

New Canaan, CT

Ridgefield, CT
2012-06-08 → 2013-05-03

Equitable Advisors, Llc

Stamford, CT
2011-04-21 → 2012-04-05

Wells Fargo Clearing Services, Llc

Danbury, CT

1) Independent Agent - outside fixed insurance sales.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-04-20
S63	Uniform Securities Agent State Law Examination	2009-12-19