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CP

Christopher T. Perkin

PAPAMARKOU WELLNER & CO.
New York, NY 10022
Some features on this profile are disabled
CRD#: 4587848
CP

Professional summary

Christopher T. Perkin is a registered financial professional currently at PAPAMARKOU WELLNER & CO., INC. located in New York, New York.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 2002. Christopher has worked at 4 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 6 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 Christopher T. 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

April 16, 2026 - Present

PAPAMARKOU WELLNER & CO., INC.

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

February 12, 2024 - April 26, 2024

NEXPOINT SECURITIES, INC.

BD
CRD#: 165013
DALLAS, TX
Past

March 29, 2007 - May 5, 2023

LOOMIS SAYLES DISTRIBUTORS, L.P.

BD
CRD#: 41795
BOSTON, MA
Past

October 16, 2002 - February 6, 2007

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA

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
Florida
(4/16/2026)
RR
New York
(4/16/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/23/2002
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 3
Date: 7/2/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/15/2002
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PAPAMARKOU WELLNER & CO., INC.
A. P. PAPAMARKOU & COMPANY, INC. | PAPAMARKOU, PETRA & CO., INC. | PAPAMARKOU WELLNER & CO., INC. | PAPAMARKOU & COMPANY, INC.

CRD#: 10963 / SEC#: , 8-29033

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

Main Address
430 Park Avenue 17th Floor, New York, NY, 10022
Mailing Address
430 Park Avenue 17th Floor, New York, NY, 10022
Phone number
(212) 223-2020
Established
New York since 01/14/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WELLNER, KARL GERTSOLE DIRECTOR, MAJORITY SHAREHOLDER4640763
PERKIN, THORNE LEWISSHAREHOLDER4016951
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER4197747
LYONS, BRYON HAROLDCCO2798054
RUTITSKIY, DMITRIY NMNFINOP/PFO/CFO6117665
ZERILLO, JOANNE NMNCEO; MUNICIPAL SECURITIES PRINCIPAL; ROSFP; PRESIDENT2284618

Disclosures

Regulatory Event1

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 & CO., INC.

CRD#: 10963New York, NY 10022

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