Aidan Perry has been an investment adviser representative at WESPAC Advisors SoCal since March 2023, and is not listed among the firm’s executive officers or direct owners.
Wespac Advisors Socal, LLC is a Pasadena, CA firm with $610M under management, 411 clients and 8 advisers across 2 offices, as of its June 2026 filing.
- Stonemark Wealth ManagementCurrent– present · 3 yearsPasadena, CA · Adviser representative · Firm CRD 158413
Investment adviser representative registrations
Aidan Perry is registered as an investment adviser representative in California, since March 2023.
- CaliforniaSince 3 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7656683
- Firm
- WESPAC Advisors SoCal · CRD 158413
- Office
- 225 S. LAKE AVENUE, SUITE 1170, Pasadena, CA 91101
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Aidan Perry work?
Aidan Perry is an investment adviser representative registered through Wespac Advisors Socal, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Aidan Perry a financial advisor?
Yes. Aidan Perry has a current investment-adviser registration in California, through WESPAC Advisors SoCal since March 2023.
How many years of experience does Aidan Perry have?
Aidan Perry has 3 years in the financial industry, since March 2023, across 1 adviser firm.
What exams has Aidan Perry passed?
Aidan Perry passed the Series 65 in March 2023.
Where is Aidan Perry based?
Aidan Perry’s registered office is in Pasadena, CA.
Is Aidan Perry registered with FINRA?
No. Aidan Perry has no current broker registration.
How can I verify Aidan Perry’s record?
Search CRD 7656683 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aidan Perry’s full registration record.