Nicholas Andrew Perry

Employer firm

Pfg Private Wealth Management, LLC CRD 282301

$289M regulatory AUM 478 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → 05/2022
  School
  Odessa, FL
• 08/2022 → 05/2025
  Liberty University
  Lynchburg, VA
• 06/2022 → 08/2022
  Mapleridge Ranch
  Owego, NY
• 06/2023 → 08/2023
  Mapleridge Ranch
  Owego, NY
• 05/2024 → 05/2025
  Pfg Private Wealth Management, Llc
  Lutz, FL
• 05/2025 → Present
  Pfg Private Wealth Management, Llc
  Lutz, FL

Other Businesses

Independent Insurance Agent; Start: 03/2025; 18572 N. Dale Mabry Hwy. Lutz, FL 33548; Insurance Agent; Investment-related; 30 hours per month; 1 hour during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-07

Other Names

• Nick Perry