Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Steele Bacon is an Investment Advisor Representative with William Blair and has been in the industry since 1993. Perry Steele Bacon has passed the Series 63, 65, 7 and SIE exams. Perry Steele Bacon is registered in 31 states for Broker-Dealer and in 2 states for Investment Advisor. Previously, Perry Steele Bacon was registered with Brown Advisory Securities, LLC, Deutsche Bank Securities Inc. and Alex. Brown & Sons Incorporated. Perry Steele Bacon also serves as Trustee to the Woodbourne Center Charitable Trust.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
02/04/2019 - Present
William Blair (CHICAGO IL)
MD
11/20/2002 - 01/28/2019
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
NY
01/13/2001 - 12/03/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
07/20/1993 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 11/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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