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Klenton Michael Perry

Scotia Capital (usa) Inc.

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About Klenton Michael Perry

Klenton Michael Perry is a financial professional with over 7 years of experience in the industry. Klenton is currently registered with Scotia Capital (usa) Inc. Klenton has held previous roles at SVB Securities LLC, RBC Capital Markets, LLC and SunTrust Robinson Humphrey, Inc.. Klenton has a strong foundation in securities, having passed the Series 63, SIE and Series 79 exams. Klenton is licensed in 52 states and the District of Columbia.

Firm Information

Klenton Perry is currently registered with Scotia Capital (usa) Inc.. Scotia Capital (usa) Inc. is a corporation formed in 1939 and headquartered in the United States. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Klenton Perry’s Registration & Firm History

NY

03/14/2023 - Present

Scotia Capital (usa) Inc. (NEW YORK NY)

NY

10/04/2021 - 02/23/2023

SVB SECURITIES LLC (NEW YORK NY)

NY

07/18/2016 - 10/08/2021

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

GA

09/01/2015 - 07/25/2016

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 10/12/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Klenton Michael Perry.
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