Your Advisor


Mark S. Perry, MBA


With more than 34 years of experience on Wall Street, Mark S. Perry is committed to providing his clients with the highest caliber of professional and personal service.  A cum laude graduate of St. Michael's College in Vermont with a bachelor's degree in business, Mr. Perry holds an MBA in finance from the University of Hartford's Barney School of Business in West Hartford CT.

He began his investment career in 1980 with Citibank in New York and moved to the American Stock Exchange as a full member and registered options market maker soon thereafter.  In 1987, Mr. Perry joined BankAmerica, where he was a vice-president and New York manager for BankAmerica Futures, Inc.  He went on to join Euro-Brokers Futures, Inc. as a vice-president, and in 1991 formed a limited partnership (registered as an American Stock Exchange broker/dealer) in which he served as the general partner and trading advisor.  In 1994, Mr. Perry became an options specialist and institutional broker with several New York inter-dealer money brokers including Cantor Fitzgerald Securities on the 102nd floor of the former One World Trade Center.

In 1997, Mark S. Perry left Wall Street to relocate to Myrtle Beach, SC where he joined Wachovia Securities to serve as a financial advisor for 6 years.  He left to go independent by joining Royal Alliance Associates, Inc. in 2003 to serve individual investors with comprehensive investment planning and financial services.

Mr. Perry relocated his business and personal residence to the Charleston area in June 2013 and has since left Royal Alliance on March 2015 after 12 years to build an independent financial services company dedicated to empowering individuals to achieve financial independence and freedom.

FINRA Registrations:

Series 7   - General Securities Representative
Series 63 - Uniform State Securities Agent
Series 65 - Uniform Investment Agent
Series 24 - General Securities Principal
Series 4   - Registered Options Principal