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MP

Mark R. Perry

CHOATE INVESTMENT ADVISORS
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 2747385
MP

Professional summary

Mark Richard Perry is a registered financial advisor currently at CHOATE INVESTMENT ADVISORS located in Boston, Massachusetts.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 9 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Richard 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

November 26, 2025 - Present

CHOATE INVESTMENT ADVISORS

Office #1: Two International Place Suite 3000, Boston, MA 02110
RIA
CRD#: 106109
BOSTON, MA
Past

July 27, 2021 - November 15, 2023

LOWELL BLAKE & ASSOCIATES INC.

RIA
CRD#: 105127
BOSTON, MA
Past

March 24, 2021 - June 22, 2021

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
BOSTON, MA
Past

March 23, 2021 - June 22, 2021

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOSTON, MA
Past

January 5, 2018 - June 7, 2021

WINSLOW WEALTH MANAGEMENT LLC

RIA
CRD#: 166196
BOSTON, MA
Past

April 25, 2017 - April 13, 2021

WINSLOW, EVANS & CROCKER, INC.

RIA
CRD#: 29686
BOSTON, MA
Past

September 10, 2001 - June 7, 2021

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BOSTON, MA
Past

November 6, 1996 - August 28, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 6, 1996 - August 28, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

June 25, 1996 - September 30, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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".
CI
CHOATE INVESTMENT ADVISORS
CHOATE INVESTMENT ADVISORS | CHOATE INVESTMENT ADVISORS LLC

CRD#: 106109 / SEC#: 801-53321

RIA
Registered Investment Advisory firm - (11/29/1996 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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(11/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/18/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/23/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/4/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/4/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/24/1996
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/4/2022
General Securities Principal Examination

Current Firm

CI
CHOATE INVESTMENT ADVISORS
CHOATE INVESTMENT ADVISORS | CHOATE INVESTMENT ADVISORS LLC

CRD#: 106109 / SEC#: 801-53321

RIA
Registered Investment Advisory firm - (11/29/1996 Approved)
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Contact information

Main Address
Two International Place Suite 3000, Boston, MA 02110
Mailing Address
Phone number
(617) 973-4900
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CIA ADV 2A OTAA 3.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,850
AUM (Assets Under Management)$ 8,875,554,325

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/26/2026
Cover Page
Report
03/28/2025
Cover Page
Report
11/28/2023
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.

Company Information

CHOATE INVESTMENT ADVISORS

CRD#: 106109Boston, MA 02110

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