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Christopher Glen Perry

Td Private Client Wealth LLC

Ipswich, MA

Portsmouth, NH

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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-08-26
NH RA APPROVED 2024-05-08
MA RA APPROVED 2024-03-06
  • RI RA
    APPROVED
    Since 2026-08-26
  • NH RA
    APPROVED
    Since 2024-05-08
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

23 Market Street, Ipswich, MA 01938 • United States

333 State Street 2Nd Floor, Portsmouth, NH 03801 • 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
Nylife Securities Llc Waltham MA 07/2014 07/2018
New York Life Ins Co Waltham MA 02/2014 07/2018
Alpha Sports Group, Inc Danvers MA 08/2018 05/2022
Td Bank Ipswich MA 05/2022 02/2024
Td Bank N.A. Ipswich MA 02/2024 Present
Td Private Client Wealth Llc Ipswich MA 02/2024 Present
  • 07/2014 → 07/2018
    Nylife Securities Llc
    Waltham, MA
  • 02/2014 → 07/2018
    New York Life Ins Co
    Waltham, MA
  • 08/2018 → 05/2022
    Alpha Sports Group, Inc
    Danvers, MA
  • 05/2022 → 02/2024
    Td Bank
    Ipswich, MA
  • 02/2024 → Present
    Td Bank N.A.
    Ipswich, MA
  • 02/2024 → Present
    Td Private Client Wealth Llc
    Ipswich, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-09
S65 Uniform Investment Adviser Law Examination 2023-10-06
  • S63 Uniform Securities Agent State Law Examination
    2025-07-09
  • S65 Uniform Investment Adviser Law Examination
    2023-10-06
Other Names
  • Christopher Perry
  • Christopher Glenn Perry

View on SEC IAPD

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OSAIC WEALTH, INC.
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Jeffrey T Becker
JASON MICHAEL JEFFERS
OWEN JOHN HYLAND
James Robert Crockett
CHRISTOPHER MATTHEW BEGG

Other Offices

EQUITABLE ADVISORS, LLC · IPSWICH, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ipswich, MA
EDWARD JONES · IPSWICH, MA
EQUITY SERVICES, INC. · ROWLEY, MA
FAMILY PARTNERS CAPITAL, LLC · HAMILTON, MA
EAST COAST ASSET MANAGEMENT, LLC · ESSEX, MA
EAST COAST ASSET MANAGEMENT, LLC · ESSEX, MA
OSAIC WEALTH, INC. · ESSEX, MA

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