Andrew F Fredric Perry

CRD 1726938 · Wells Fargo Advisors · Miami, FL

IA RegisteredBroker

Also appears in the source record as: Andrew F Perry; Andrew Fredric Perry; Andrew F Perry

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 52TOSIESeries 3Series 7Series 65Series 63
Registered states (33): Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Virginia · Washington · Wyoming
Years in the industry (source record): 38
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1726938 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (12)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Margate, NJ · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Miami, FL · BC capacity

start not retrieved → present
Ubs Financial Services Inc.
Margate, NJ · IA capacity

Jun 10, 2014 → Nov 15, 2022
Ubs Financial Services Inc.
Margate, NJ · BC capacity

Oct 17, 2008 → Nov 15, 2022
Deutsche Bank Securities Inc.
New York, NY · BC capacity

Nov 8, 2002 → Nov 13, 2008
Merrill Lynch Pierce Fenner & Smith Inc.
Floham Park, NJ · IA capacity

Jan 5, 1999 → Nov 12, 2002
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Jan 4, 1999 → Nov 12, 2002
Lehman Brothers Inc.
New York, NY · BC capacity

Apr 12, 1995 → Dec 15, 1998
Salomon Brothers Municipals Inc
BC capacity

Nov 10, 1992 → Apr 27, 1995
Salomon Brothers Inc.
New York, NY · BC capacity

Jun 6, 1991 → Apr 27, 1995
Prudential Securities Incorporated
New York, NY · BC capacity

Mar 10, 1989 → Jun 5, 1991
Thomson Mckinnon Securities Inc.
BC capacity

Sep 23, 1987 → May 24, 1988

Source & corrections

Where this page comes from

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