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Michael P. Campbell

PERTH ADVISORS LLC
EXETER, NH
Some features on this profile are disabled
CRD#: 2978456
MC

Professional summary

Michael Patrick Campbell is a registered financial professional currently at PERTH ADVISORS LLC located in Exeter, New Hampshire.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1997. Michael has worked at 2 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Michael Patrick Campbell's 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

June 15, 2010 - Present

PERTH ADVISORS LLC

Office #2: 13 River Bend Circle, Exeter, NH 03833
BD
CRD#: 152080
EXETER, NH
Past

December 23, 1997 - January 25, 2010

BENEDETTO, GARTLAND & COMPANY, INC.

BD
CRD#: 24083
NEW YORK, NY

State Registrations and Notice Filings

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

RR
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

RR
Alabama
(7/25/2025)
RR
Arizona
(1/3/2011)
RR
California
(1/3/2011)
RR
Colorado
(11/19/2010)
RR
Georgia
(11/15/2010)
RR
Illinois
(1/3/2011)
RR
Maryland
(11/23/2010)
RR
New Hampshire
(6/17/2025)
RR
New York
(10/8/2010)
RR
Ohio
(12/7/2010)
RR
Tennessee
(12/18/2013)
RR
Virginia
(11/19/2010)

Exams

State Security Law Exam
RR
Series 63
Date: 5/7/2001
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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/14/2003
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PA
PERTH ADVISORS LLC
PERTH ADVISORS LLC

CRD#: 152080 / SEC#: , 8-68423

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
13 River Bend Circle, Exeter, NH 03833
Mailing Address
170 Commerce Way Suite 200, Portsmouth, NH 03801
Phone number
(917) 865-6223
Established
Delaware since 09/16/2009
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
PERTH PARTNERS HOLDINGS LLCMEMBER
CAMPBELL, MICHAEL PATRICKCEO, CCO2978456
COHEN, EDWARD BARRYCFO/PFO/POO/FINOP1029283

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

PERTH ADVISORS LLC

CRD#: 152080Exeter, NH

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