Bryan A. Perry

MINT ASSET MANAGEMENT LLC

MCLEAN, VA

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CRD#: 1232078

Professional summary

Bryan Alexander Perry is a registered financial advisor currently at MINT ASSET MANAGEMENT LLC located in Mclean, Virginia.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Bryan has worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) EAGLE FINANCIAL PUBLICATIONS/INVESTMENT RELATED/122 C STREET NW, SUITE 515,WASHINGTON, DC 20001/SUBSCRIPTION-BASED INVESTMENT NEWSLETTER PUBLISHER/SENIOR EDITOR, INDEPENDENT CONTRACTOR/MAR 2015/100 HRS PER MONTH/2 HRS DURING TRADING HOURS/SUBMIT INVESTMENT RELATED CONTENT FOR WEEKLY PUBLICATIONS (2) KONA BODY CARE, LLC/NON-INVESTMENT RELATED/11921 FREEDOM DR., STE. 550, RESTON, VA 20190/PERSONAL CARE PRODUCTS MANUFACTURER/MANAGING MEMBER/SEP 2007/5 HRS PER MONTH/0 HRS DURING TRADING HOURS/MANAGE FILINGS, PAY VENDOR & CONTRACTOR INVOICES (3) ALEXANDER PERRY CORPORATION/NON-INVESTMENT RELATED/1705 STRINE DR, MCLEAN, VA 22101/FREELANCE EDITORIAL WORK/PRESIDNET/JULY 1999/3 HRS PER MONTH/0 HRS DURING TRADING HOURS/PRODUCE ARTICLES FOR VARIOUS MEDIA OUTLETS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Alexander Perry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 21, 2023 - Present

MINT ASSET MANAGEMENT LLC

RIA

CRD#: 315568

MCLEAN, VA

Past

February 3, 2016 - February 17, 2023

NAVELLIER & ASSOCIATES INC

RIA

CRD#: 107568

New York, NY

Past

December 20, 2000 - February 22, 2016

ALEXANDER PERRY CORPORATION

RIA

CRD#: 117341

MONTROSS, VA

Past

April 16, 1999 - June 16, 1999

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

GLEN ALLEN, VA

Past

October 18, 1995 - April 16, 1999

WASHINGTON INVESTMENT CORPORATION

CRD#: 25727

WASHINGTON, DC

Past

October 16, 1992 - September 29, 1995

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

October 1, 1991 - October 15, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 24, 1990 - September 6, 1991

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 30, 1989 - September 27, 1990

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

June 6, 1986 - April 3, 1989

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

April 27, 1984 - June 14, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MINT ASSET MANAGEMENT LLC

ASSET WISE ANALYTICS | MINT ASSET MANAGEMENT LLC | BRYAN PERRY'S PRIVATE CLIENTS

CRD#: 315568 / SEC#: 801-131025

RIA

Registered Investment Advisory firm - (9/5/2024 Approved)

Connecticut

Registered Investment Advisory firm - (10/15/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (10/16/2024 Terminated)

Virginia

Registered Investment Advisory firm - (10/2/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/12/2024)

IAR

Virginia
(2/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/6/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Current Firm

MINT ASSET MANAGEMENT LLC

ASSET WISE ANALYTICS | MINT ASSET MANAGEMENT LLC | BRYAN PERRY'S PRIVATE CLIENTS

CRD#: 315568 / SEC#: 801-131025

RIA

Registered Investment Advisory firm - (9/5/2024 Approved)

Connecticut

Registered Investment Advisory firm - (10/15/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (10/16/2024 Terminated)

Virginia

Registered Investment Advisory firm - (10/2/2024 Terminated)

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Contact information

Main Address

165 Broadway 23rd Floor, New York, NY 10006

Mailing Address

Phone number

(908) 777-1717

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 - ASSET WISE ANALYTICS (4/8/2025)

FORM ADV PART 2 - BRYAN PERRY'S PRIVATE CLIENTS (4/8/2025)

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 56,533,036

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan A. Perry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Alexander Perry's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVELLIER & ASSOCIATES INC

ALEXANDER PERRY CORPORATION

CAPITOL SECURITIES MANAGEMENT, INC.

WASHINGTON INVESTMENT CORPORATION

PRUDENTIAL EQUITY GROUP, LLC

UBS FINANCIAL SERVICES INC.

LEHMAN BROTHERS INC.

J.P. MORGAN SECURITIES LLC

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

MINT ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/1992

Series 63

Date: 4/6/1984

Series 7

Date: 1/21/1984

Current Firm

MINT ASSET MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MINT ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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