Edward A. Perry

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

St. Charles, IL 60174

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CRD#: 2455574

Professional summary

Edward Anthony Perry JR, AIF®, CFP®, who also goes by Edward Anthony Jr Perry, Ted Anthony Perry, is a registered financial advisor currently at LASALLE ST. INVESTMENT ADVISORS, L.L.C. located in St. Charles, Illinois and LASALLE ST SECURITIES, L.L.C. located in Saint Charles, Illinois.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Edward has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Anthony Jr Perry | Ted Anthony Perry

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. LAW OFFICE OF EDWARD A. PERRY JR; ESTATE LAW FIRM 2. PERRY WEALTH COUNSEL; PRESIDENT; INVESTMENT AND RETIREMENT PLANNING 3. NOTARY PUBLIC; CONDUCTED AT BRANCH; NOT INVESTMENT RELATED. 4. CO-OWNER, BBPWC, LLC, AN ENTITY CREATED FOR THE PURPOSE OF BUYING AND MANAGING COMMERCIAL REAL ESTATE AT 22 N. 4TH ST. SAINT CHARLES, IL 60174 AS OF 1/01/2021; LESS THAN 1% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 5. PERRY WEALTH COUNSEL; PRESIDENT; INSURANCE AND FIXED ANNUITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Anthony Perry JR'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

July 25, 2025 - Present

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Office #1: 22 N. 4th Street, St. Charles, IL 60174

RIA

CRD#: 109701

St. Charles, IL

Current

July 25, 2025 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 22 N. 4th Street, Saint Charles, IL 60174

CRD#: 7191

Saint Charles, IL

Past

February 8, 2008 - July 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

ST. CHARLES, IL

Past

February 8, 2008 - July 31, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

ST. CHARLES, IL

Past

November 5, 2003 - February 12, 2008

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ST. CHARLES, IL

Past

June 12, 2002 - February 12, 2008

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ST. CHARLES, IL

Past

September 15, 1999 - June 18, 2002

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

June 20, 1997 - September 7, 1999

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

February 3, 1995 - July 5, 1996

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

March 9, 1994 - June 21, 1994

DICKINSON & CO.

CRD#: 689

DES MOINES, IA

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".

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 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

Arizona
(7/25/2025)

IAR

Arizona
(8/12/2025)

Colorado
(7/25/2025)

IAR

Colorado
(7/25/2025)

Florida
(7/25/2025)

IAR

Florida
(8/25/2025)

Illinois
(7/25/2025)

IAR

Illinois
(7/25/2025)

Ohio
(7/25/2025)

IAR

Ohio
(7/28/2025)

Rhode Island
(7/25/2025)

IAR

Rhode Island
(7/25/2025)

IAR

South Carolina
(8/7/2025)

Texas
(7/25/2025)

Wisconsin
(7/25/2025)

IAR

Wisconsin
(7/25/2025)

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 65

Date: 8/18/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/24/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

CRD#: 109701 / SEC#: 801-33422

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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Contact information

Main Address

940 N. Industrial Dr., Elmhurst, IL 60126-1131

Mailing Address

Phone number

(630) 600-0500

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LSIA ADV PART 2A 01-02-18 (12/3/2025)

Regulatory assets under management

Total Number of Accounts	11,941
AUM (Assets Under Management)	$ 4,346,509,887

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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Firm Stability Insights

Edward A. Perry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Anthony Perry JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST SECURITIES, L.L.C.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

COMMONWEALTH FINANCIAL NETWORK

VANGUARD MARKETING CORPORATION

DICKINSON & CO.

Primary Firm SEC Registration

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/1997

Series 63

Date: 2/28/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/24/1994

FINRA

Current Firm

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

TRUST BUT VERIFY

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