Christopher Perras

OAK HARVEST INVESTMENT SERVICES

Houston, TX 77024

Some features on this profile are disabled

CRD#: 2401654

Professional summary

Christopher Perras, who also goes by Chris Paul Perras, Christopher Paul Perras, Christopher Perras, is a registered financial advisor currently at OAK HARVEST INVESTMENT SERVICES located in Houston, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Paul Perras | Christopher Paul Perras | Christopher Perras

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.

Oak Harvest Insurance Services; investment related : Yes; 920 Memorial City Way Suite 150 Houston, TX 77024; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies.; Insurance Agent; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies where the agent may receive a commission or renewal payment from the issuer subsequent to a client's purchase of an insurance contract.; 2018-04-01; Hours devoted to business during trading hours : 8; Hours devoted to business outside trading hours : 8; Percentage of total yearly compensation expected to be derived from the business : 10.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Perras'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

April 4, 2018 - Present

OAK HARVEST INVESTMENT SERVICES

Office #1: 920 Memorial City Way Suite 150, Houston, TX 77024

RIA

CRD#: 173293

Houston, TX

Past

May 29, 2014 - October 19, 2017

MOSAIC ADVISORS

RIA

CRD#: 164913

HOUSTON, TX

Past

June 25, 2013 - September 4, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

March 4, 2013 - September 4, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

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".

OAK HARVEST INVESTMENT SERVICES

OAK HARVEST FINANCIAL GROUP | OAK HARVEST INVESTMENT SERVICES, LLC | OAK HARVEST INVESTMENT SERVICES

CRD#: 173293 / SEC#: 801-116667

RIA

Registered Investment Advisory firm - (5/22/2019 Approved)

Texas

Registered Investment Advisory firm - (6/3/2019 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
(4/4/2018)

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 66

Date: 6/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/3/2013

General Securities Representative Examination

Current Firm

OAK HARVEST INVESTMENT SERVICES

OAK HARVEST FINANCIAL GROUP | OAK HARVEST INVESTMENT SERVICES, LLC | OAK HARVEST INVESTMENT SERVICES

CRD#: 173293 / SEC#: 801-116667

RIA

Registered Investment Advisory firm - (5/22/2019 Approved)

Texas

Registered Investment Advisory firm - (6/3/2019 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

920 Memorial City Way Suite 150, Houston, TX 77024

Mailing Address

Phone number

(281) 822-1350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - OAK HARVEST INVESTMENT SERVICES (8/8/2025)

Regulatory assets under management

Total Number of Accounts	2,633
AUM (Assets Under Management)	$ 940,834,408

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.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher Perras

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Perras's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK HARVEST INVESTMENT SERVICES

MOSAIC ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

OAK HARVEST INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2013

Series 7

Date: 3/3/2013

Current Firm

OAK HARVEST INVESTMENT SERVICES

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OAK HARVEST INVESTMENT SERVICES

TRUST BUT VERIFY

Similar Advisors