Adam Michael Perry

Current Employers

Employment History

• 05/2017 → 08/2017
  Columbia Pipeline Group
  Charleston, WV
• 05/2018 → 01/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2019 → 01/2020
  Northwestern Mutual Investment Services Llc
  Charleston, WV
• 08/2016 → 05/2017
  West Virginia University
  Morgantown, WV
• 08/2017 → 05/2019
  West Virginia University
  Morgantown, WV
• 02/2020 → 12/2022
  Morgan Stanley
  Huntington, WV
• 10/2020 → 12/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntington, WV
• 10/2020 → 12/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 01/2023 → Present
  Bank Of America, N.A.
  Huntington, WV

Previous Registrations

• 2020-11-23 → 2022-12-08
  Morgan Stanley
  Charleston, WV
  Huntington, WV

Other Businesses

I*1215291 For profit or not for profit: Name of outside business organization: Mountaineer Athletic Club Investment related: N Address of business: Nature of business: Position, title, association: Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Help spread awareness for events concerning WVU athletics. Help grow alumni network and fundraise I*4230283, Entity Type: For Profit, Name of OBA: Perry Family Land Holdings LLC, Address: Charleston, West Virginia, 25304, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Owner, Employee Start Date: 05/01/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: minimal responsibilities other than upkeep of business filings, This LLC is going to own 50% of another LLC that is buying a piece of property with another couple I*4421267, Entity Type: For Profit, Name of OBA: Springer Perry Properties LLC, Address: Charleston, West Virginia, 25304, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Owner, Employee Start Date: 04/15/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: maintain accounts and property. make sure bills are paid. This entity will be owned by two LLC's to purchase a property together. One of which is my existing approved LLC that owns 50% of this new one we want to establish. I*4583295 Entity Type: Charitable Name of OBA: The Greater Kanawha Valley Foundation Address: Charleston, West Virginia, 25301 Investment Related: No Position, Title, Association: Committee Employee Start Date: 07/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: The Greater Kanawha Valley Foundation is a philanthropic leader that helps donors, nonprofits, and other collaborative partners strengthen our community so all of the people and places we serve have the opportunity to thrive. development committee member

Exams

• S66 Uniform Combined State Law Examination
  2020-11-18

Other Names

• Adam Michael Perry