Marcel Perry

COLORADO FINANCIAL SERVICE

CENTENNIAL, CO 80112

Some features on this profile are disabled

CRD#: 6617602

Professional summary

Marcel Perry, who also goes by Marcel Dante Perry, is a registered financial professional currently at COLORADO FINANCIAL SERVICE CORPORATION located in Centennial, Colorado.

Marcel is registered as a RR (Registered Representative) and started their career in finance in 2016. Marcel has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 and Series 4 exams.

Aliases

Marcel Dante Perry

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 Marcel Perry'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 8, 2026 - Present

COLORADO FINANCIAL SERVICE CORPORATION

Office #1: 188 Inverness Drive West Suite 100, Centennial, CO 80112

RIA

CRD#: 104343

CENTENNIAL, CO

Past

August 1, 2024 - January 8, 2026

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.

CRD#: 144464

DENVER, CO

Past

August 1, 2024 - January 8, 2026

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

December 21, 2023 - May 17, 2024

ALTRUIST FINANCIAL LLC

CRD#: 299274

DALLAS, TX

Past

April 24, 2023 - October 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GLENDALE, CO

Past

December 16, 2019 - May 5, 2022

ROBINHOOD FINANCIAL, LLC

CRD#: 165998

Denver, CO

Past

April 26, 2018 - October 31, 2018

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

LAKEWOOD, CO

Past

April 26, 2018 - October 31, 2018

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

LAKEWOOD, CO

Past

March 29, 2017 - August 14, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GREENWOOD VILLAGE, CO

Past

April 4, 2016 - August 14, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

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

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
(9/8/2026)

Colorado
(9/8/2026)

Exams

What does exam status mean?

State Security Law Exam

Series 66

Status Unavailable

Passed: 3/17/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 4/11/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 4/4/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 2/20/2025

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Status Unavailable

Passed: 5/4/2021

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

COLORADO FINANCIAL SERVICE CORPORATION

COLORADO FINANCIAL SERVICE CORPORATION | TURNING POINT RETIREMENT ASSOCIATES | GIA FINANCIAL GROUP, L.L.C.

CRD#: 104343 / SEC#: 801-76716, 8-52817

RIA

Registered Investment Advisory firm - SEC (8/8/2013 Terminated)

Alaska

Registered Investment Advisory firm - SEC (5/7/2024 Approved)

Arizona

Registered Investment Advisory firm - SEC (9/25/2017 Approved)

California

Registered Investment Advisory firm - SEC (7/30/2013 Approved)

Colorado

Registered Investment Advisory firm - SEC (7/24/2013 Approved)

Florida

Registered Investment Advisory firm - SEC (4/23/2013 Approved)

Louisiana

Registered Investment Advisory firm - SEC (8/14/2023 Approved)

Maryland

Registered Investment Advisory firm - SEC (3/24/2022 Terminated)

Montana

Registered Investment Advisory firm - SEC (2/3/2017 Approved)

New Jersey

Registered Investment Advisory firm - SEC (7/29/2013 Approved)

North Carolina

Registered Investment Advisory firm - SEC (8/4/2023 Approved)

Ohio

Registered Investment Advisory firm - SEC (5/19/2017 Approved)

Oregon

Registered Investment Advisory firm - SEC (6/4/2021 Approved)

South Carolina

Registered Investment Advisory firm - SEC (1/3/2018 Approved)

Texas

Registered Investment Advisory firm - SEC (7/14/2023 Approved)

Washington

Registered Investment Advisory firm - SEC (10/12/2017 Approved)

Wyoming

Registered Investment Advisory firm - SEC (1/31/2025 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

188 Inverness Drive West Ste 100, Centennial, CO 80112

Mailing Address

188 Inverness Drive West Suite 100, Centennial, CO 80112

Phone number

(303) 962-7267

Established

Colorado since 06/13/2000

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
COLORADO NATIONAL CORPORATION	OWNER
HEBERT, CHESTER JOSEPH	FINOP	1678446
HEBERT, CHESTER JOSEPH	CHAIRMAN, CHIEF EXECUTIVE OFFICER, PRESIDENT	1678446
THON, JAMESON OBRIEN	MUNICIPAL SECURITIES PRINCIPAL	7015002
THON, JAMESON OBRIEN	GENERAL SECURITIES PRINCIPAL, PRESIDENT	7015002
WOODWORTH, ADAM JAMES	CHIEF COMPLIANCE OFFICER	6952982
WOODWORTH, ADAM JAMES	OPTIONS PRINCIPAL	6952982

Regulatory assets under management

Total Number of Accounts	188
AUM (Assets Under Management)	$ 84,056,666

Disclosures

Regulatory Event

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.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

GREENWOOD VILLAGE, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

DENVER, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Marcel Perry

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.

ALPS DISTRIBUTORS, INC.

ALTRUIST FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

ROBINHOOD FINANCIAL, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 3/17/2017

Series 63

Passed: 4/11/2016

SIE

Passed: 10/1/2018

Series 7

Passed: 4/4/2016

Series 24

Passed: 2/20/2025

Series 4

Passed: 5/4/2021

FINRA

Current Firm

COLORADO FINANCIAL SERVICE CORPORATION

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

COLORADO FINANCIAL SERVICE CORPORATION

TRUST BUT VERIFY

Similar Advisors