Perry W. Gaddis

MCQUEEN FINANCIAL ADVISORS II

Clawson, MI 48017

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CRD#: 7796056

Professional summary

Perry William Gaddis Jr., who also goes by Perry W Gaddis, is a registered financial advisor currently at MCQUEEN FINANCIAL ADVISORS II, INC. located in Clawson, Michigan.

Perry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Perry has worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Perry W Gaddis

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) - RIA

Click below to view Perry William Gaddis Jr.'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

August 22, 2023 - Present

MCQUEEN FINANCIAL ADVISORS II, INC.

Office #1: 1239 Anderson Road, Clawson, MI 48017

RIA

CRD#: 109325

Clawson, MI

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".

MCQUEEN FINANCIAL ADVISORS II, INC.

INTEGRITY INVESTMENT MANAGEMENT MFA | MCQUEEN FINANCIAL ADVISORS LLC | MCQUEEN FINANCIAL ADVISORS II, INC. | MCQUEEN FINANCIAL ADVISORS

CRD#: 109325 / SEC#: 801-57400

RIA

Registered Investment Advisory firm - (3/27/2000 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.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/22/2023)

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 65

Date: 6/3/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 1/27/2011

National Commodity Futures Examination

Current Firm

MCQUEEN FINANCIAL ADVISORS II, INC.

INTEGRITY INVESTMENT MANAGEMENT MFA | MCQUEEN FINANCIAL ADVISORS LLC | MCQUEEN FINANCIAL ADVISORS II, INC. | MCQUEEN FINANCIAL ADVISORS

CRD#: 109325 / SEC#: 801-57400

RIA

Registered Investment Advisory firm - (3/27/2000 Approved)

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Contact information

Main Address

1239 Anderson Road, Clawson, MI 48017

Mailing Address

Phone number

(248) 548-8400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B BROCHURE SUPPLEMENT (3/26/2025)

ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 10,092,382,158

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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Perry W. Gaddis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry William Gaddis Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MCQUEEN FINANCIAL ADVISORS II, INC.

Primary Firm SEC Registration

MCQUEEN FINANCIAL ADVISORS II, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/3/2023

Series 3

Date: 1/27/2011

Current Firm

MCQUEEN FINANCIAL ADVISORS II, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCQUEEN FINANCIAL ADVISORS II, INC.

TRUST BUT VERIFY

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