John Perry

Top Wealth + Best-in-State · rank 5 · Indianapolis, Indiana · listed firm: Morgan Stanley Private Wealth Management

Identity & firm

Firm — Morgan Stanley Private Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): MORGAN STANLEY Carmel, IN CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
- “John Perry - Morgan Stanley Private Wealth Management” — forbes_shook
Parent company — Morgan Stanley (high)
- “MORGAN STANLEY 800 East 96th Street Suite 400 Indianapolis, IN 46240 CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
Firm type — wirehouse (high)
- “This broker is registered with: 4 Self-Regulatory Organizations 46 U.S. states and territories” — sec_finra_regulatory
Team name — Perry Wealth Management (high)
- “Perry Wealth Management operates as part of Morgan Stanley Private Wealth Management and is based in Indianapolis, Indiana.” — forbes_shook
Team size — gap: not_found_after_search
CRD — 4409395 (high)
- “JOHN D. PERRY CRD# 4409395” — sec_finra_regulatory
Years experience — 25 (high)
- “08/2001 - 12/2004 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 7691 NEW YORK, NY” — sec_finra_regulatory
Designations — other:Family Wealth Director (Morgan Stanley) (low)
- “This broker has passed: 0 Principal/Supervisory Exams 3 General Industry/Product Exams 2 State Securities Law Exams” — sec_finra_regulatory

Team AUM ($M) — 3600 (high)
- “Team Assets (Custodied): $3.6B” — forbes_shook
Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
Typical client net worth ($M) — 60 (high)
- “Typical Net Worth of Relationships: $40-80M” — forbes_shook
Client niche — ultra-high-net-worth families, business owners and entrepreneurs (medium)
- “Focus Areas: Ultra-High Net Worth Families, Business Owners, Entrepreneurs” — forbes_shook
Custodians — gap: not_applicable
Fee model — fee_plus_commission (low)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY Carmel, IN CRD# 149777 ... B MORGAN STANLEY 800 East 96th Street Suite 400 Indianapolis, IN 46240” — sec_finra_regulatory

Website url — https://advisor.morganstanley.com/perry-wealth-management (high)
- “Perry Wealth Management | Indianapolis, IN | Morgan Stanley Private Wealth Management” — firm_official
Value proposition (verbatim) — gap: not_found_after_search
Differentiators — gap: not_found_after_search
Content marketing — gap: not_found_after_search
Has podcast — gap: not_found_after_search
Books published — gap: not_found_after_search
Linkedin url — gap: not_found_after_search
Social presence — gap: not_found_after_search
Press awards — Barron's Top 1,200 Financial Advisors (2024, ranked 11th in Indiana), Morgan Stanley Chairman's Club, Morgan Stanley Family Wealth Director (medium)
- “March 18, 2024 John Perry Named to Barron's "Top 1,200 Financial Advisors"” — firm_official