Perry Sutton is a registered investment advisor, based in Marlton, NJ, with 16 years of industry experience.
Location
1011 Route 73 N, Marlton, NJ, 08053
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Regulatory History (1)
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Customer Dispute
February 2016Settled
Other Business ActivitiesSells Insurance
Perry sells fixed insurance as an agent under the name 'WSFS Wealth Investments' since 2019. This activity takes about 10% of Perry's time and is investment related.
Employment History
Current Registrations
Truist Investment Services, INC.
July 2025 - Present · 10 mos
Truist Advisory Services, INC.
July 2025 - Present · 10 mos
Truist Investment Services, INC.Broker
July 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial Network
June 2019 - July 2025 · 6 yrs 1 mo
Commonwealth Financial NetworkBroker
June 2019 - July 2025 · 6 yrs 1 mo
Citizens Securities, INC.
February 2017 - June 2019 · 2 yrs 4 mos
Citizens Securities, INC.Broker
February 2017 - June 2019 · 2 yrs 4 mos
Morgan Stanley
January 2016 - January 2017 · 1 yr
Morgan StanleyBroker
January 2016 - January 2017 · 1 yr
Edward Jones
November 2013 - December 2015 · 2 yrs 1 mo
Edward JonesBroker
November 2013 - December 2015 · 2 yrs 1 mo
Ameriprise Financial Services, INC.
March 2011 - November 2013 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
March 2011 - November 2013 · 2 yrs 8 mos
Waddell & Reed, INC.
October 2010 - April 2011 · 6 mos
Waddell & Reed, INC.Broker
October 2010 - April 2011 · 6 mos
New England SecuritiesBroker
August 2009 - September 2010 · 1 yr 1 mo
State Registrations10 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.