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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

VERNON SCOTT PERRY

Advisor at FAYEZ SAROFIM & CO.

HOUSTON, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 21, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FAYEZ SAROFIM & CO.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 22, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 3
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Aug 22, 2002
First registration: Oct 21, 2004
Dual registered: no
IAPD individual key: 2633273

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAROFIM INTERNATIONAL MANAGEMENT CO	Mixed wealth	Dec 6, 2013	n/a	yes	HOUSTON, TX	Current employment
SAROFIM TRUST CO	Independent wealth	Dec 6, 2013	n/a	yes	HOUSTON, TX	Current employment
FAYEZ SAROFIM & CO.	Mixed wealth	Dec 6, 2013	n/a	yes	HOUSTON, TX	Current employment
PATRIOT WEALTH MANAGEMENT, INC.	Former SEC adviser	Jan 23, 2013	Apr 2, 2013	no	HOUSTON, TX	Previous registration
LEXINGTON ASSET MANAGEMENT, INC.	Former SEC adviser	Feb 9, 2005	Dec 31, 2012	no	HOUSTON, TX	Previous registration
STANFORD GROUP COMPANY	n/a	Oct 21, 2004	Feb 1, 2005	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PATRIOT WEALTH MANAGEMENT, INC.	SAROFIM INTERNATIONAL MANAGEMENT CO	Apr 2, 2013	Dec 6, 2013	248	Firm change	Other
LEXINGTON ASSET MANAGEMENT, INC.	PATRIOT WEALTH MANAGEMENT, INC.	Dec 31, 2012	Jan 23, 2013	23	Firm change	Other
STANFORD GROUP COMPANY	LEXINGTON ASSET MANAGEMENT, INC.	Feb 1, 2005	Feb 9, 2005	8	Firm change	Other

Relationships

Registered with (6)

→ FAYEZ SAROFIM & CO.Registered adviserregistration: current employment
Dec 6, 2013 to presentfactForm ADV
→ SAROFIM TRUST CORegistered adviserregistration: current employment
Dec 6, 2013 to presentfactForm ADV
→ SAROFIM INTERNATIONAL MANAGEMENT CORegistered adviserregistration: current employment
Dec 6, 2013 to presentfactForm ADV
→ PATRIOT WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 23, 2013 to Apr 2, 2013factForm ADV
→ LEXINGTON ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 9, 2005 to Dec 31, 2012factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Oct 21, 2004 to Feb 1, 2005factForm ADV

Dated events

No dated event names this entity yet.