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Dominic F Perry

Investment Adviser Representative at LPL Financial LLC

Cranberry Twp, PACRD #6270917Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
1

Professional summary

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

Dominic F. Perry is an investment adviser representative with LPL Financial LLC in Cranberry Twp, PA, where they have been registered since 2023. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Harvest Financial Corporation and Dibiase & Ruscetti Associates, Inc. They have passed the Series 63 (state securities agent) exam. They are registered to provide investment advice in Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/16/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Financial LLCCurrent
5/16/2023 – Cranberry Twp, PA
Harvest Financial Corporation
8/12/2016 – 4/7/2023Cranberry, PA
Dibiase & Ruscetti Associates, Inc.
6/11/2014 – 7/15/2016Cranberry, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Perry & Company PC
    Aug 2013 – Nov 2020Cranberry, PA
  2. Wessel & Company
    Nov 2020 – no end date reportedCranberry, PA
  3. LPL Financial LLC
    May 2023 – no end date reportedCranberry Twp, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Financial 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24,114
Offices listed on AdvisorFinder:
25
Main office:
Fort Mill, SC
SEC file number:
801-10970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at LPL Financial LLC

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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. Dominic F 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Dominic F Perry (LPL Financial) - Fees & Credentials