Nicholas Andrew Perrine

Employer firm

Graves Light Lenhart CRD 298283

$1.23B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2003 → 12/2023
  Pbmares, Llp
  Harrisonburg, VA
• 01/2024 → Present
  Graves, Light Lenhart
  Harrisonburg, VA

Other Businesses

PBMares LLP; investment related; 558 South Main St, Harrisonburg VA 22801; accounting and wealth management; former partner on tax side of business; July 2003; No hours devoted to other business or during trading hours; no duties, currently in partner payout phase

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-06

Designations

• Certified Financial Planner