AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TP

Thorne L. Perkin

PAPAMARKOU WELLNER PERKIN ADVISORS
New York, NY 10022
Some features on this profile are disabled
CRD#: 4016951
TP

Professional summary

Thorne Lewis Perkin is a registered financial advisor currently at PAPAMARKOU WELLNER PERKIN ADVISORS located in New York, New York and PAPAMARKOU WELLNER & CO., INC. located in New York, New York.

Thorne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Thorne has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

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.
Perkin & Perkin LLC; Not Investment Related; 1441 Canal St New Orleans,LA 70112; This is a start-up company developing surgical disinfecting soap to a mass commercial market; The company was started in August 2013 by Mr. Perkin and his brother; Mr. Perkin is an owner and board member dedicating 3-4 hours per month, typically not during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thorne Lewis Perkin'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

September 7, 2021 - Present

PAPAMARKOU WELLNER PERKIN ADVISORS

Office #1: 430 Park Avenue 17th Floor, New York, NY 10022
RIA
CRD#: 131796
New York, NY
Current

June 29, 2005 - Present

PAPAMARKOU WELLNER & CO., INC.

Office #1: 430 Park Avenue 17th Floor, New York, NY, 10022
BD
CRD#: 10963
New York, NY
Past

December 19, 2003 - May 26, 2005

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

January 1, 2001 - March 31, 2004

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 15654
NEW YORK, NY
Past

April 4, 2000 - January 1, 2001

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, 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".
PW
PAPAMARKOU WELLNER PERKIN ADVISORS
PAPAMARKOU ASSET MANAGEMENT INCORPORATED | PAPAMARKOU WELLNER PERKIN ADVISORS | PAPAMARKOU WELLNER PERKIN | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.

CRD#: 131796 / SEC#: 801-63317

RIA
Registered Investment Advisory firm - (7/21/2004 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.
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
California
(6/29/2005)
RR
Connecticut
(6/29/2005)
RR
Delaware
(3/5/2012)
RR
District of Columbia
(6/29/2005)
RR
Florida
(6/29/2005)
RR
Louisiana
(6/29/2005)
RR
Massachusetts
(6/29/2005)
RR
New Jersey
(6/29/2005)
RR
New York
(6/29/2005)
IAR
New York
(9/7/2021)
RR
Pennsylvania
(6/29/2005)
RR
Texas
(6/29/2005)
RR
Washington
(6/29/2005)

Exams

State Security Law Exam
RR
Series 63
Date: 12/14/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/11/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PAPAMARKOU WELLNER PERKIN ADVISORS
PAPAMARKOU ASSET MANAGEMENT INCORPORATED | PAPAMARKOU WELLNER PERKIN ADVISORS | PAPAMARKOU WELLNER PERKIN | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.

CRD#: 131796 / SEC#: 801-63317

RIA
Registered Investment Advisory firm - (7/21/2004 Approved)
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
430 Park Avenue 17th Floor, New York, NY 10022
Mailing Address
Phone number
(212) 223-2020
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (11 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

PWAMI.FORM ADV PART 2.BROCHURE.7-15-2025 (7/16/2025)

Regulatory assets under management

Total Number of Accounts113
AUM (Assets Under Management)$ 357,020,170

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

PAPAMARKOU WELLNER PERKIN ADVISORS

CRD#: 131796New York, NY 10022

TRUST BUT VERIFY

Monitor Thorne Perkin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics