Perry Lazerus is a registered investment advisor, based in Rockville, MD, with 13 years of industry experience.
Location
2101 Gaither Rd, Ste 600, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Perry is an agent/broker for Financial Advantage Brokerage, selling fixed insurance since 2011, dedicating a few hours per week. Perry also teaches a retirement planning course at Montgomery College, spending minimal time per week.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations31 states
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.