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Andrew Samuel Perri

Investment Adviser Representative at PINNACLE WEALTH MANAGEMENT, INC.

Brighton, MICRD #2801727Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
2 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Samuel Perri has worked in the securities industry since 1997. They are registered to provide investment advisory services in Florida and Michigan.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
FloridaMichigan
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/11/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 11/19/1996
SIE
Securities Industry Essentials Examination
Passed 12/31/2016
Series 62
Corporate Securities Limited Representative Examination
Passed 10/6/2008
Series 22
Direct Participation Programs Representative Examination
Passed 5/10/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/11/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.60%
$500,001 to $1,000,0001.40%
$1,000,001 to $2,000,0001.20%
Over $2,000,0001.00%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Pinnacle Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PINNACLE WEALTH MANAGEMENT, INC.Current
5/8/2013Brighton, MI
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
10/21/201012/31/2016Brighton, MI

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View PINNACLE WEALTH MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Samuel Perri 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.