Alexander Brady Perry
Financial Professional at Cliftonlarsonallen Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Brady Perry is a financial professional associated with Cliftonlarsonallen Wealth Advisors, LLC in Denver, CO, where they have been associated since 2025. They have worked in the securities industry since 2019 and were previously registered with Alpha Capital Family Office, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent).
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dancing Bear AspenMay 2016 – Apr 2017Aspen, CO
- LyftApr 2017 – Dec 2017Denver, CO
- Uber TechnologiesMay 2017 – Mar 2019Denver, CO
- MassMutual ColoradoAug 2017 – Aug 2017Denver, CO
- Bank of AmericaNov 2017 – Mar 2019Highlands Ranch, CO
- Fidelity Brokerage Services LLCMar 2019 – Jul 2024Greenwood Village, CO
- Alpha Capital Family Office, LLCJul 2024 – May 2025Greenwood Village, CO
- CliftonLarsonAllen Wealth Advisors LLCMay 2025 – Aug 2026Denver, CO
- PNC Wealth Management, LLCAug 2026 – no end date reportedKipling, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cliftonlarsonallen Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Advisory, Digital, Audit, Tax, Consulting and Outsourcing
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 97
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-57242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Cliftonlarsonallen Wealth Advisors, LLC
Showing 12 of 97 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Brady Perry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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