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RIA / WealthAdvisor21 years in industry

PERRY OWENS SMITH

Advisor at BISON WEALTH, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:8f28a2d3-974e-7ca0-a608-47db674818c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2005 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: BISON WEALTH, LLC
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: Jan 24, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 4, 2011
First registration: Jan 24, 2005
Dual registered: no
Other names: PERRY OWENS SMITH|PERRY OWENS SMITH|PERRY SMITH|PERRY O SMITH
IAPD individual key: 2808423

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
BISON WEALTH, LLC	Independent wealth	Mar 31, 2026	n/a	yes	ATLANTA, GA	Current employment
MORGAN STANLEY	Wirehouse	Jul 1, 2024	Jun 11, 2025	no	Alpharetta, GA	Previous registration
NESTWISE LLC	Former SEC adviser	May 30, 2013	Sep 27, 2013	no	ATLANTA, GA\|BOSTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 8, 2011	Jan 11, 2012	no	ALPHARETTA, GA	Previous registration
FISHER INVESTMENTS	Independent wealth	Dec 3, 2007	Jul 14, 2010	no	VANCOUVER, WA\|PLANO, TX	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jan 24, 2005	Apr 24, 2006	no	ATLANTA, GA\|ATLANTA, GA	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
MORGAN STANLEY	BISON WEALTH, LLC	Jun 11, 2025	Mar 31, 2026	293	Firm change	Wirehouse to RIA
NESTWISE LLC	MORGAN STANLEY	Sep 27, 2013	Jul 1, 2024	3,930	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NESTWISE LLC	Jan 11, 2012	May 30, 2013	505	Firm change after gap	Other
FISHER INVESTMENTS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 14, 2010	Mar 8, 2011	237	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	FISHER INVESTMENTS	Apr 24, 2006	Dec 3, 2007	588	Firm change after gap	Other

Relationships

Registered with (6)

→ BISON WEALTH, LLCRegistered adviserregistration: current employment
Mar 31, 2026 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 1, 2024 to Jun 11, 2025factForm ADV
→ NESTWISE LLCRegistered adviserregistration: previous registration
May 30, 2013 to Sep 27, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 8, 2011 to Jan 11, 2012factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Dec 3, 2007 to Jul 14, 2010factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 24, 2005 to Apr 24, 2006factForm ADV

Dated events

Occurred
Jun 11, 2025
Advisor changed firm
Perry Owens Smith left Morgan Stanley for Bison Wealth, Llc (registered 2026-03-31)
Form ADVobserved 5 days ago