Aaron D. Persily

DP GROW LLC

Richmond, VA 23230

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CRD#: 7933351

Professional summary

Aaron David Persily, who also goes by Aaron Persily, is a registered financial advisor currently at DP GROW LLC located in Richmond, Virginia.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aaron has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron Persily

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.

Licensed insurance agent (individual capacity); Investment-related: Yes; Richmond, Virginia; Commission-based insurance sales; Start Date: 2023; Approximate time spent: <5 hours per month; Approximate time during trading hours: <5 per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron David Persily'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

October 17, 2025 - Present

DP GROW LLC

Office #1: 3200 Rockbridge Street Suite 300, Richmond, VA 23230

RIA

CRD#: 308412

Richmond, VA

Past

March 19, 2025 - October 8, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Glen Allen, VA

Past

January 9, 2025 - October 8, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

Glen Allen, VA

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

Texas
(10/17/2025)

IAR

Virginia
(10/17/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/9/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/30/2024

Securities Industry Essentials Examination

Current Firm

DP GROW LLC

CRD#: 308412 / SEC#: 801-118660

RIA

Registered Investment Advisory firm - (5/11/2023 Terminated)

Colorado

Registered Investment Advisory firm - (5/30/2025 Approved)

Florida

Registered Investment Advisory firm - (8/8/2024 Approved)

North Carolina

Registered Investment Advisory firm - (4/9/2025 Approved)

Tennessee

Registered Investment Advisory firm - (5/5/2023 Approved)

Texas

Registered Investment Advisory firm - (3/30/2023 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (5/4/2023 Approved)

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).

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Contact information

Main Address

3200 Rockbridge Street Suite 300, Richmond, VA 23230

Mailing Address

Phone number

(804) 352-0881

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 4,412,078

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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Firm Stability Insights

Aaron D. Persily

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron David Persily's CRS (Customer Relationship Summary).

Certified licenses

Experience

DP GROW LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2025

Series 7TO

Date: 1/9/2025

SIE

Date: 5/30/2024

Current Firm

DP GROW LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DP GROW LLC

TRUST BUT VERIFY

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