Stewart Perry
Investment Adviser Representative at LPL Enterprise, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stewart Perry is an investment adviser representative with LPL Enterprise, LLC in Dunwoody, GA, where they have been registered since 2024. They have worked in the securities industry since 2016 and were previously registered with Prudential Financial Planning Services. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia.
Registrations & licenses
- Investment adviser:
- Georgia
- Broker:
2 states and territories
Georgia, South Carolina
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.
- Principal Life Insurance CompanyMar 2016 – Dec 2017Dunwoody, GA
- Princor Financial Services CorpMar 2016 – Dec 2017Dunwoody, GA
- Stewart Perry Benefits LLCJun 2016 – Jul 2018Dunwoody, GA
- Pruco Securities, LLC.Jul 2018 – Nov 2024Dunwoody, GA
- Prudential Insurance Company of AmericaJul 2018 – no end date reportedDunwoody, GA
- LPL Enterprise, LLCNov 2024 – no end date reportedDunwoody, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Enterprise, 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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,088
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-130883
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at LPL Enterprise, LLC
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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. Stewart 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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