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Perry Sutton

Truist Advisory Services, INC.
17 Years of Experience
Marlton, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Perry Sutton is a registered investment advisor at Truist Advisory Services, INC., based in Marlton, NJ, with 17 years of industry experience. Perry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1011 Route 73 N, Marlton, NJ, 08053

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2016
Settled
View Full SEC ReportHow to Read Disclosures
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 · 1 yr 3 mos
Truist Advisory Services, INC.
July 2025 - Present · 1 yr 3 mos
Truist Investment Services, INC.Broker
July 2025 - Present · 1 yr 3 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 Registrations24 states
CACOCTDEFLIAILMAMDMNMONCNENJNVNYOHORPASCSDTXVAWA
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.
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