Perry G. Collins

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CRD#: 5605969

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Perry Grant Collins II, who also goes by Perry Grant Collins, was a registered financial professional .

Perry is a previously registered financial professional and started their career in finance in 2008. Perry had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

For more than a decade, I’ve been a financial planner working with a wide range of clients to help them navigate the unique challenges and opportunities that life throws their way. By helping them create a smart plan, they can work toward the rewarding future they hope to achieve. When I’m not at work, I’m running after my three kids, woodworking or exploring the coast.

Question & Answer

Are you a "fiduciary"?

Aliases

Perry Grant Collins

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Education

University of South Carolina

COLUMBIA, SC

Past

January 4, 2011 - December 11, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLUMBIA, SC

Past

December 22, 2010 - December 11, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBIA, SC

Past

December 22, 2008 - December 31, 2010

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WEST COLUMBIA, SC

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".

EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL ENGINES | FINANCIAL ENGINES ADVISORS LLC | FINANCIAL ENGINES ADVISORS L.L.C.

CRD#: 104510 / SEC#: 801-55196

RIA

Registered Investment Advisory firm - (1/14/1998 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/14/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/11/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/2008

General Securities Representative Examination

Current Firm

EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL ENGINES | FINANCIAL ENGINES ADVISORS LLC | FINANCIAL ENGINES ADVISORS L.L.C.

CRD#: 104510 / SEC#: 801-55196

RIA

Registered Investment Advisory firm - (1/14/1998 Approved)

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Contact information

Main Address

3945 Freedom Circle, Santa Clara, CA 95054

Mailing Address

Phone number

(800) 601-5957

Established

Firm type

Fiscal year end

# of Employees

1,616

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EFE_ADV_PART_2A_03.31.2025 (3/31/2025)

EFE_WRAP_FEE_BROCHURE_03.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,552,934
AUM (Assets Under Management)	$ 292,902,969,770

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Firm Stability Insights

Perry G. Collins

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Education

University of South Carolina

University of South Carolina

Experience

FINANCIAL ENGINES ADVISOR CENTER, LLC

THE MUTUAL FUND STORE

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

EDELMAN FINANCIAL ENGINES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2009

SIE

Date: 9/11/2015

Series 7

Date: 12/19/2008

Current Firm

EDELMAN FINANCIAL ENGINES

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDELMAN FINANCIAL ENGINES

TRUST BUT VERIFY

Contact information

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