CP
Colin D. Perry
PR WEALTH MANAGEMENT GROUP
East Moline, IL 61244
Some features on this profile are disabled
CRD#: 7790455
CP
Professional summary
Colin Dane Perry is a registered financial advisor currently at PR WEALTH MANAGEMENT GROUP located in East Moline, Illinois.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Colin has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Colin Dane Perry's 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®
NoneExperience
Current
September 19, 2025 - Present
PR WEALTH MANAGEMENT GROUP
Office #1: 990 Avenue Of The Cities Suite 4, East Moline, IL 61244RIA
CRD#: 173711
East Moline, IL
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
PR WEALTH MANAGEMENT GROUP
LEGACY WEALTH MANAGEMENT GROUP OF LAS VEGAS LLC | PR WEALTH MANAGEMENT GROUP, INC. | PR WEALTH MANAGEMENT GROUP
CRD#: 173711 / SEC#: 801-122276
RIA
Registered Investment Advisory firm - (9/8/2021 Approved)Colorado
Registered Investment Advisory firm - (9/9/2021 Terminated)Illinois
Registered Investment Advisory firm - (10/1/2021 Terminated)Iowa
Registered Investment Advisory firm - (9/10/2021 Terminated)Nevada
Registered Investment Advisory firm - (10/15/2021 Terminated)Texas
Registered Investment Advisory firm - (9/9/2021 Terminated)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.Highlighted states indicate IAR registrations
IAR
Illinois(9/19/2025)
IAR
Iowa(9/19/2025)
Current Firm
PW
PR WEALTH MANAGEMENT GROUP
LEGACY WEALTH MANAGEMENT GROUP OF LAS VEGAS LLC | PR WEALTH MANAGEMENT GROUP, INC. | PR WEALTH MANAGEMENT GROUP
CRD#: 173711 / SEC#: 801-122276
RIA
Registered Investment Advisory firm - (9/8/2021 Approved)Colorado
Registered Investment Advisory firm - (9/9/2021 Terminated)Illinois
Registered Investment Advisory firm - (10/1/2021 Terminated)Iowa
Registered Investment Advisory firm - (9/10/2021 Terminated)Nevada
Registered Investment Advisory firm - (10/15/2021 Terminated)Texas
Registered Investment Advisory firm - (9/9/2021 Terminated)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
990 Avenue Of The Cities Suite 4, East Moline, IL 61244
Mailing Address
Phone number
(309) 792-8291
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 419 |
| AUM (Assets Under Management) | $ 142,000,000 |
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
PR WEALTH MANAGEMENT GROUP
CRD#: 173711East Moline, IL 61244TRUST BUT VERIFY
Monitor Colin Perry
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
