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RIA / WealthAdvisorCertified Financial Planner29 years in industry

WILLIAM SCOTT PERRY

Advisor at PRIVATE ADVISOR GROUP, LLC

Houston, TX | MORRISTOWN, NJ

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Search this name across graphsid dfx:ria:95b4c8da-d737-8dbb-21c8-5d80167ff194

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 23, 1999 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: PRIVATE ADVISOR GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 31, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 31, 1996
First registration: Mar 23, 1999
Dual registered: no
Other names: WILLIAM SCOTT PERRY|W SCOTT PERRY|SCOTT PERRY
IAPD individual key: 2433804

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
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Jun 26, 2026	n/a	yes	Houston, TX\|MORRISTOWN, NJ	Current employment
MARINER ADVISOR NETWORK	Bd affiliated wealth	Oct 12, 2023	Jun 26, 2026	no	Houston, TX	Previous registration
TEAMWORK FINANCIAL ADVISORS, LLC	Independent wealth	May 15, 2020	Oct 17, 2023	no	SAN ANTONIO, TX	Previous registration
INTRUA FINANCIAL	Independent wealth	Feb 18, 2016	May 15, 2020	no	HOUSTON, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 14, 2009	Dec 23, 2016	no	HOUSTON, TX\|RICHMOND, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Aug 17, 2009	no	SUGAR LAND, TX	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Oct 12, 2004	Jan 1, 2008	no	SUGAR LAND, TX\|SUGAR LAND, TX\|ST. LOUIS, MO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 23, 1999	Aug 11, 2004	no	SUGAR LAND, 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
MARINER ADVISOR NETWORK	PRIVATE ADVISOR GROUP, LLC	Jun 26, 2026	Jun 26, 2026	0	Bulk transfer	Ibd to ibd
TEAMWORK FINANCIAL ADVISORS, LLC	MARINER ADVISOR NETWORK	Oct 17, 2023	Oct 12, 2023	-5	Firm change	RIA to ibd
INTRUA FINANCIAL	TEAMWORK FINANCIAL ADVISORS, LLC	May 15, 2020	May 15, 2020	0	Firm change	RIA to RIA
LPL FINANCIAL LLC	INTRUA FINANCIAL	Dec 23, 2016	Feb 18, 2016	-309	Firm change after gap	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Aug 17, 2009	Aug 14, 2009	-3	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other
CHARLES SCHWAB & CO., INC.	A. G. EDWARDS & SONS, INC.	Aug 11, 2004	Oct 12, 2004	62	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
165237:283824:TX:2023-10-17	Oct 17, 2023	Oct 12, 2023	SAN ANTONIO, TX	Firm change
281554:165237:TX:2020-05-15	May 15, 2020	May 15, 2020	HOUSTON, TX	Firm change

Relationships

Registered with (8)

→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ MARINER ADVISOR NETWORKRegistered adviserregistration: previous registration
Oct 12, 2023 to Jun 26, 2026factForm ADV
→ TEAMWORK FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 15, 2020 to Oct 17, 2023factForm ADV
→ INTRUA FINANCIALRegistered adviserregistration: previous registration
Feb 18, 2016 to May 15, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 14, 2009 to Dec 23, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Aug 17, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Oct 12, 2004 to Jan 1, 2008factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 23, 1999 to Aug 11, 2004factForm ADV

Dated events

Occurred
Oct 17, 2023
Advisor changed firm
William Scott Perry left Teamwork Financial Advisors, Llc for Mariner Advisor Network (registered 2023-10-12)
Form ADVobserved 4 days ago