PW
PW

Perry Warren

32 Years of Experience
Oklahoma City, OK
Broker

Perry Warren is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Perry owns Shockers, LLC, a youth sports organization, since 2008, dedicating minimal time outside of business hours. Perry also has a real estate investment business, WW Ventures, since 2023, spending minimal time on property management.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2004 - April 2007 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
April 1997 - April 2007 · 10 yrs
Link Investment Services, INC.Broker
August 1995 - April 1997 · 1 yr 8 mos
Capital West Securities, INC.Broker
June 1995 - August 1995 · 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 1993 - June 1995 · 1 yr 7 mos
Sun Investment Services CompanyBroker
June 1993 - November 1993 · 5 mos
State Registrations41 states
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNMNVNYOHOKORPASCSDTNTXUTVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.