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Thorne Lewis Perkin

Papamarkou Wellner Perkin Advisors

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About Thorne Lewis Perkin

Thorne Lewis Perkin is a registered investment advisor representative with Papamarkou Wellner Perkin Advisors. Thorne has been in the financial services industry since May 2000. Thorne holds Series 7 and Series 63 licenses. Thorne has a strong track record of providing investment advice to a range of clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations. Thorne is also an owner and board member of Perkin & Perkin LLC, a start-up company developing surgical disinfecting soap to a mass commercial market. Thorne's experience and expertise make Thorne a valuable resource for clients seeking investment advice.

Firm Information

Thorne Perkin is currently registered with Papamarkou Wellner Perkin Advisors. Papamarkou Wellner Perkin Advisors is a New York-based investment advisor with a focus on portfolio management for individuals, pooled investment vehicles, and charitable organizations. The firm provides advice on asset allocation and publishes periodicals. They manage over $332 million in assets for approximately 112 clients.
Papamarkou Wellner Perkin Advisors

430 PARK AVENUE

NEW YORK, NY 10022

$332.45M

Assets Under Management

Not reported

Total Clients

7

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on asset allocation

Advice on asset allocation

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Thorne Perkin’s Registration & Firm History

NY

09/07/2021 - Present

Papamarkou Wellner Perkin Advisors (NEW YORK NY)

NY

12/19/2003 - 05/26/2005

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NY

01/01/2001 - 03/31/2004

CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)

NJ

04/04/2000 - 01/01/2001

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 12/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thorne Lewis Perkin.
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