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).
Total Assets Under Management64MILLION
Total Number of Accounts240ACCOUNTS
Average Account Value$267,884
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.
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.