Perry Owens Smith
Investment Adviser Representative at Bison Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Perry Owens Smith is an investment adviser representative with Bison Wealth, LLC in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2002 and have been registered with 6 firms, including Morgan Stanley and Nestwise LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
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.
- E*trade Securities LLCNov 2013 – May 2025Alpharetta, GA
- Morgan StanleyJan 2023 – May 2025Alpharetta, GA
- Morgan StanleySep 2023 – May 2025Alpharetta, GA
- Bison Wealth, LLC.Mar 2026 – no end date reportedAtlanta, GA
- UnemployedJun 2025 – Feb 2026Atlanta, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bison Wealth, 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
- Estimated blended rate
- 0.02
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
Investment management, advanced planning (tax, estate, healthcare, and charitable strategies), relationship management, boutique personalized services, portfolio management, retirement strategies, cash flow analysis, estate strategies, charitable giving and legacy planning, extended care planning, Social Security strategies, tax planning, and Medicare planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 58
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Atlanta, GA
- SEC file number:
- 801-114547
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Bison Wealth, LLC
Showing 12 of 58 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. Perry Owens Smith 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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