Melanie D. Perry
Professional summary
Melanie Denise Perry, CFP®, who also goes by Melanie Perry, is a registered financial advisor currently at SUSTAINABLE WEALTH ADVISORY GROUP located in Los Angeles, California.
Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Melanie has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melanie Denise Perry's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
October 13, 2025 - Present
SUSTAINABLE WEALTH ADVISORY GROUP
Office #1: 3415 S Sepulveda Blvd. Ste 1100, Los Angeles, CA 90034February 8, 2022 - October 3, 2025
URBAN WEALTH MANAGEMENT OR UWM
April 18, 2017 - December 31, 2021
OSAIC SERVICES, INC.
August 25, 2014 - December 31, 2021
OSAIC SERVICES, INC.
March 26, 2008 - August 31, 2012
PARK AVENUE SECURITIES LLC
July 22, 2003 - March 3, 2008
EQUITABLE ADVISORS, LLC
July 7, 2003 - March 3, 2008
EQUITABLE ADVISORS, LLC
May 31, 2002 - July 1, 2003
MML INVESTORS SERVICES, LLC
May 31, 2002 - July 1, 2003
MML INVESTORS SERVICES, LLC
March 5, 2002 - May 29, 2002
WOODBURY FINANCIAL SERVICES, INC.
March 9, 1999 - May 29, 2002
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/13/2025)
Exams
Current Firm
SUSTAINABLE WEALTH ADVISORY GROUP
CRD#: 336574 / SEC#:
Contact information
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.
