Andrew Perri has been President and Chief Compliance Officer of Pinnacle Wealth Management Partners since August 2009, is a control person of the firm and directly owns 75% or more of it. Andrew Perri holds a Bachelor's degree in Business with a major in Finance from Central Michigan University.
Pinnacle Wealth Management Partners, Inc. is a Brighton, MI firm with $118M under management, 271 clients and 4 advisers in one office, as of its March 2026 filing.
Andrew S. Perri is President & Founder, Wealth Manager of Pinnacle Wealth Management. He co-founded the firm in 2002 and works with clients on comprehensive financial strategies focused on investments and retirement income planning. He is a frequent speaker at educational workshops in Southeastern Michigan.
Andrew Perri’s longest registration is the current one, 13 years at Pinnacle Wealth Management Partners since 2013. Before joining Pinnacle Wealth Management Partners in 2013, Andrew Perri was registered through Berthel Fisher & Company Financial Services, Inc.
- – present · 13 yearsBrighton, MI · Adviser representative · Firm CRD 166853
- Berthel Fisher & Company Financial Services, Inc.– · 6 yearsBrighton, MI · Adviser representative · Firm CRD 13609
Professional designations
Listed by Pinnacle Wealth Management Partners
- Registered Financial Consultant (RFC®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Andrew Perri is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2013; the most recent is Texas, in October 2016.
- FloridaSince 8 December 2015
- MichiganSince 8 May 2013
- TexasResidentSince 17 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 October 2010 |
| Series 62 | Corporate Securities Limited Representative Examination | 6 October 2008 |
| Series 22 | Direct Participation Programs Representative Examination | 10 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 November 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Samuel Perri
- CRD
- 2801727
- Firm
- Pinnacle Wealth Management Partners · CRD 166853
- Role
- President and Chief Compliance Officer
- Office
- 7600 GRAND RIVER, SUITE 220, Brighton, MI 48114
- Registration
- Investment adviser registration
- In the industry since
- January 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pinnaclewealthonline.com
Where does Andrew Perri work?
Andrew Perri has been President and Chief Compliance Officer of Pinnacle Wealth Management Partners, Inc. since August 2009, and is a control person of the firm.
Is Andrew Perri a financial advisor?
Yes. Andrew Perri has a current investment-adviser registration in Florida, Michigan and Texas, through Pinnacle Wealth Management Partners since May 2013.
How many years of experience does Andrew Perri have?
Andrew Perri has 29 years in the financial industry, since January 1997, across 2 adviser firms.
What exams has Andrew Perri passed?
Andrew Perri has passed 5 licensing exams: the Series 6, Series 63, Series 22, Series 62 and Series 65. The earliest, the Series 6, was passed in November 1996. FINRA credited Andrew Perri with the SIE, which began in October 2018.
Where is Andrew Perri based?
Andrew Perri’s registered office is in Brighton, MI.
Is Andrew Perri registered with FINRA?
No. Andrew Perri has no current broker registration.
How can I verify Andrew Perri’s record?
Search CRD 2801727 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Perri’s full registration record.