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Duncan G Perry

Smarter Bear Financial Advisory

Swampscott, MA

CRD 7692731

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Employer firm

Smarter Bear Financial Advisory CRD 325148

$49.9M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Smarter Bear Financial Advisory

Swampscott, MA • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-06-15
MA RA APPROVED 2023-05-19
  • NH RA
    APPROVED
    Since 2026-06-15
  • MA RA
    APPROVED
    Since 2023-05-19

Branch Locations

Swampscott, MA • 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
Numerated Growth Technologies Boston MA 12/2019 12/2022
Klaviyo Boston MA 12/2017 12/2019
Charles River Development Burlington MA 01/2013 12/2017
Smarter Bear Llc Swampscott MA 01/2023 Present
  • 12/2019 → 12/2022
    Numerated Growth Technologies
    Boston, MA
  • 12/2017 → 12/2019
    Klaviyo
    Boston, MA
  • 01/2013 → 12/2017
    Charles River Development
    Burlington, MA
  • 01/2023 → Present
    Smarter Bear Llc
    Swampscott, MA
Other Businesses

Executive management consulting for high tech companies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-19
  • S65 Uniform Investment Adviser Law Examination
    2023-01-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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