A. J. Perry & Company

A. J. Perry & Company (CRD# 107041) is a financial advisory firm headquartered in Towson, MD. They manage $64,292,174 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $267,884
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at A. J. Perry & Company
Showing 1 - 2 of 2 top financial advisors.
1
Paul F. Nastasi
CRD#: 2700632
408 Allegheny Avenue, Towson, MD 21204
96
Wealthminder
score

Paul Nastasi (CRD# 2700632) is an Investment Advisor Representative working at A. J. Perry & Company in Towson, MD and has over 20 years of experience in the finance industry. Paul Nastasi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Wilmer C. Stith
CRD#: 5100963
408 Allegheny Avenue, Towson, MD 21204
87
Wealthminder
score

Wilmer Stith (CRD# 5100963) is an Investment Advisor Representative working at A. J. Perry & Company in Towson, MD and has 1 year of experience in the finance industry.

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