Brian Perry
Executive Vice President & CIO at Pure Financial Advisors
Investment adviser representative in Greenwood Village, CO
From the SEC’s public record of this individual, checked on 17 September 2026.
Brian Perry is a executive vice president & cio of Pure Financial Advisors, LLC, a San Diego-based SEC-registered investment adviser managing $11.05B. Brian has been registered through the firm since 1 August 2017, with 21 years in the industry across 4 firms, holds adviser registrations in California, Colorado.
Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.
Role at Pure Financial Advisors#
- Title on Schedule A
- Executive Vice President & CIO
- Control
- Schedule A reports control-person status.
- Ownership
- Schedule A reports the under-5% ownership band.
- Tenure
- Reported in the role since July 2019.
The firm
Pure Financial Advisors, LLC$11.05B regulatory AUM · 76 advisory staff · 7 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
- Pure Financial Advisors, Llc1 August 2017 to presentGreenwood Village, CO · 9 years · adviser representative only · firm CRD 144316
- Charles Schwab & Co., Inc.13 September 2012 to 16 May 2017Fairfield, CT · 5 years · adviser representative only · firm CRD 5393
- Ubs Financial Services Inc.6 December 2011 to 28 March 2012Weehawken, NJ · under a year · adviser representative only · firm CRD 8174
- Chandler Asset Management Inc21 January 2011 to 20 September 2011San Diego, CA · 1 year · adviser representative only · firm CRD 107287
Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 28 June 2005, which may differ from the earliest registration below. View the IAPD record
Registrations and exams#
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 1 August 2017 |
| Colorado | Investment adviser representative | Approved | 28 March 2024 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 10 February 2012 |
| SIE | Securities Industry Essentials Examination | 16 May 2017 |
| Series 7 | General Securities Representative Examination | 2 December 2011 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
Pure Financial Advisors identifies Brian Keith Perry as executive vice president and CIO in Schedule A. Pure Financial Advisors Form ADV Part 1A, Schedule A
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
What is Brian Perry’s filed role?
Pure Financial Advisors identifies Brian Keith Perry as executive vice president and CIO in Schedule A.
Source: Form ADV Part 1A, Schedule A
What does IAPD report about Brian Perry’s adviser registration?
IAPD reports a current investment-adviser registration through PURE FINANCIAL ADVISORS, LLC beginning 2017-08-01, checked 17 September 2026.
Answered from the records above.
Leadership at Pure Financial Advisors#
Joseph Dennis AndersonCEOCRD 3232667
Alan Robert ClopineExecutive ChairmanCRD 5730680
Danielle Luv MartinCCOCRD 5138971
Jason Timothy CarverCFO & Managing PartnerCRD 6928603
Eugene Henri Elias JrPresidentCRD 3113124
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual record, CRD 2786332. Employment history, registrations and examinations.
- Form ADV Part 1A, Schedules A and B of Pure Financial Advisors, LLC, filed 11 September 2026. Title, control and ownership bands.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Brian Perry or Pure Financial Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.