Perry M. Sutton

TRUIST ADVISORY SERVICES

MARLTON, NJ 08053

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CRD#: 5699973

Professional summary

Perry Mathew Sutton, AIF®, CIMA®, who also goes by Perry M Sutton, Perry Sutton, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Marlton, New Jersey and TRUIST INVESTMENT SERVICES, INC. located in Marlton, New Jersey.

Perry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Perry has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Perry M Sutton | Perry Sutton

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.

1. Fixed insurance sales, as an Agent, under the name 'WSFS Wealth Investments'; As of 06/03/2019; 10% time spent during regular business hours; Conducted at branch; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Mathew Sutton'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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 10, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1011 Route 73 N, Marlton, NJ 08053

RIA

CRD#: 283390

MARLTON, NJ

Current

July 10, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1011 Route 73 N, Marlton, NJ 08053Office #2: 240 S White Horse Pike, Hammonton, NJ 08037Office #3: 40 S White Horse Pike, Audubon, NJ 08106Office #4: 305 White Horse Pike S, Lawnside, NJ 08045Office #5: 501 S Lenola Rd, Moorestown, NJ 08057Office #6: 100 Young Ave, Moorestown, NJ 08057Office #7: 249 White Horse Pike, Atco, NJ 08004

CRD#: 17499

Marlton, NJ

Past

June 3, 2019 - July 14, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Burlington, NJ

Past

June 3, 2019 - July 14, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Burlington, NJ

Past

February 2, 2017 - June 3, 2019

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

SICKLERVILLE, NJ

Past

February 1, 2017 - June 3, 2019

CITIZENS SECURITIES, INC.

CRD#: 39550

SICKLERVILLE, NJ

Past

January 14, 2016 - January 31, 2017

MORGAN STANLEY

RIA

CRD#: 149777

MT. LAUREL, NJ

Past

January 13, 2016 - January 31, 2017

MORGAN STANLEY

CRD#: 149777

MT. LAUREL, NJ

Past

November 13, 2013 - December 23, 2015

EDWARD JONES

RIA

CRD#: 250

HAINESPORT, NJ

Past

November 8, 2013 - December 23, 2015

EDWARD JONES

CRD#: 250

HAINESPORT, NJ

Past

March 23, 2011 - November 8, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MOUNT LAUREL, NJ

Past

March 23, 2011 - November 8, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MOUNT LAUREL, NJ

Past

October 1, 2010 - April 1, 2011

WADDELL & REED

RIA

CRD#: 866

YARDLEY, PA

Past

October 1, 2010 - April 1, 2011

WADDELL & REED

CRD#: 866

YARDLEY, PA

Past

August 31, 2009 - September 30, 2010

NEW ENGLAND SECURITIES

CRD#: 615

WALL TOWNSHIP, 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".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 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.

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

California
(7/10/2025)

Colorado
(7/21/2025)

Delaware
(7/10/2025)

Florida
(7/11/2025)

New Jersey
(7/10/2025)

IAR

New Jersey
(7/10/2025)

Pennsylvania
(7/10/2025)

Texas
(7/10/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/6/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/29/2009

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Perry M. Sutton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Mathew Sutton's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

EDWARD JONES

EDWARD JONES

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WADDELL & REED

WADDELL & REED

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2010

Series 63

Date: 7/6/2010

SIE

Date: 10/1/2018

Series 7

Date: 5/17/2011

Series 6

Date: 8/29/2009

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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