Angela D. Perry

PACTOLUS

Spring, TX

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CRD#: 1598933

Professional summary

Angela Deadra Perry, who also goes by Angela Perry King, Angela King, is a registered financial advisor currently at PACTOLUS located in Spring, Texas and PACTOLUS CAPITAL PARTNERS located in Vienna, Virginia.

Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Angela has worked at 6 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 52, Series 7, Series 51, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Perry King | Angela King

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.

OWNER - ANGELA PERRY TRUST - RENTAL PROPERTY - OAKLAND, CA - FROM RESIDENTIAL ADDRESS 0HRS INVOLVED- SINCE 10/2013 PACTOLUS PRIVATE WEALTH MANAGEMENT, LLC. INVESTMENT RELATED 8614 WESTWOOD CENTER DRIVE VIENNA, VA 22182, INVESTMENT ADVISER Representative 10/2019. 160 HOURS PER MONTH 5 HOURS PER DAY DURING TRADING HOURS DEVOTED TO PPWM. PACTOLUS CAPITAL PARTNERS 8614 WESTWOOD CENTER DRIVE SUITE 620 VIENNA, VA 22182 BROKER DEALER Managing Director SINCE 09/2017 INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Deadra 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

October 17, 2019 - Present

PACTOLUS

RIA

CRD#: 155195

Spring, TX

Current

October 20, 2017 - Present

PACTOLUS CAPITAL PARTNERS

Office #1: 8614 Westwood Center Drive Suite 620, Vienna, VA 22182

CRD#: 7518

Vienna, VA

Past

March 25, 2017 - October 18, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

VIENNA, VA

Past

March 25, 2017 - October 18, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

VIENNA, VA

Past

September 10, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

FALLS CHURCH, VA

Past

August 22, 2013 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

FALLS CHURCH, VA

Past

October 18, 2002 - March 21, 2013

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

EMERYVILLE, CA

Past

August 5, 2002 - March 21, 2013

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

EMERYVILLE, CA

Past

December 26, 1986 - January 23, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

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".

PACTOLUS

MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS

CRD#: 155195 / SEC#: 801-71915

RIA

Registered Investment Advisory firm - (10/22/2010 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/17/2019)

Maryland
(10/22/2019)

Texas
(2/10/2022)

IAR

Texas
(2/10/2022)

Virginia
(10/20/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/17/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/9/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 10/3/1991

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 12/20/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/10/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/2/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 10/7/1991

Municipal Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PACTOLUS

MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS

CRD#: 155195 / SEC#: 801-71915

RIA

Registered Investment Advisory firm - (10/22/2010 Approved)

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Contact information

Main Address

8614 Westwood Center Drive Suite 620, Vienna, VA 22182

Mailing Address

Phone number

(571) 297-6364

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACTOLUS PRIVATE WEALTH MANAGEMENT 2A AND WRAP FEE PROGRAM COMBINED BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	315
AUM (Assets Under Management)	$ 182,552,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
11/22/2024	Cover Page	Report
10/27/2023	Cover Page	Report
11/22/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Angela D. Perry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Deadra Perry's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACTOLUS CAPITAL PARTNERS

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PACTOLUS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2002

Series 63

Date: 5/9/2002

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 52

Date: 10/3/1991

Series 7

Date: 12/20/1986

Series 51

Date: 3/10/2003

Series 24

Date: 8/2/2002

Series 53

Date: 10/7/1991

FINRA

Current Firm

PACTOLUS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PACTOLUS

TRUST BUT VERIFY

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