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RIA / WealthAdvisorCertified Financial Planner26 years in industry

RYAN CHRISTOPHER PERRY

Advisor at FALCON WEALTH PLANNING, INC.

ONTARIO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4774dbf9-35ec-0988-cec9-06c929ac51ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2011 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: FALCON WEALTH PLANNING, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 9, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 9, 2000
First registration: Sep 12, 2011
Dual registered: no
Other names: RYAN CHRISTOPHER PERRY|RYAN C PERRY
IAPD individual key: 4248079

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
FALCON WEALTH PLANNING, INC.	Independent wealth	Jan 8, 2021	n/a	yes	ONTARIO, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 13, 2013	Jan 4, 2021	no	UPLAND, CA\|UPLAND, CA\|UPLAND, CA\|UPLAND, CA\|UPLAND, CA\|RANCHO CUCAMONGA, CA\|RANCHO CUCAMONGA, CA\|RANCHO CUCAMONGA, CA\|RANCHO CUCAMONGA, CA\|ONTARIO, CA\|SANTA CLARITA, CA\|ONTARIO, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 12, 2011	Oct 30, 2013	no	PASADENA, CA	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FALCON WEALTH PLANNING, INC.	Jan 4, 2021	Jan 8, 2021	4	Firm change	Wirehouse to RIA
MSI FINANCIAL SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 30, 2013	Nov 13, 2013	14	Firm change	Other

Relationships

Registered with (3)

→ FALCON WEALTH PLANNING, INC.Registered adviserregistration: current employment
Jan 8, 2021 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 13, 2013 to Jan 4, 2021factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 12, 2011 to Oct 30, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4774dbf9-35ec-0988-cec9-06c929ac51ff
First observed: Sep 12, 2011
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RYAN CHRISTOPHER PERRY

Advisor at FALCON WEALTH PLANNING, INC.

ONTARIO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4774dbf9-35ec-0988-cec9-06c929ac51ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:40 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FALCON WEALTH PLANNING, INC.

Independent wealth

Jan 8, 2021

n/a

yes

ONTARIO, CA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Nov 13, 2013

Jan 4, 2021

Previous registration

MSI FINANCIAL SERVICES, INC.

Former SEC adviser

Sep 12, 2011

Oct 30, 2013

PASADENA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FALCON WEALTH PLANNING, INC.

Jan 4, 2021

Jan 8, 2021

Firm change

Wirehouse to RIA

MSI FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 30, 2013

Nov 13, 2013

Firm change

Other