Mark Perez has been an investment adviser representative at Paradigm Wealth Advisory since September 2019, and is not listed among the firm’s executive officers or direct owners.
Paradigm Wealth Advisory LLC is a Bridgewater, NJ firm with $201M under management, 283 clients and 10 advisers across 3 offices, as of its September 2026 filing.
- Paradigm Wealth Advisory LLCCurrent– present · 7 yearsWindermere, FL · Adviser representative · Firm CRD 283120
Investment adviser representative registrations
Mark Perez is registered as an investment adviser representative in 2 states. The first approvals date from September 2019; the most recent is Florida, in December 2019.
- FloridaSince 13 December 2019
- New JerseySince 25 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 May 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 13 December 2017 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Louis Perez
- CRD
- 6864609
- Firm
- Paradigm Wealth Advisory · CRD 283120
- Office
- Windermere, FL
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Perez work?
Mark Perez is an investment adviser representative registered through Paradigm Wealth Advisory LLC since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Mark Perez a financial advisor?
Yes. Mark Perez has a current investment-adviser registration in Florida and New Jersey, through Paradigm Wealth Advisory since September 2019.
How many years of experience does Mark Perez have?
Mark Perez has 8 years in the financial industry, since September 2018, across 1 adviser firm.
What exams has Mark Perez passed?
Mark Perez has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2017. FINRA credited Mark Perez with the SIE, which began in October 2018.
Where is Mark Perez based?
Mark Perez’s registered office is in Windermere, FL.
Is Mark Perez registered with FINRA?
No. Mark Perez has no current broker registration.
How can I verify Mark Perez’s record?
Search CRD 6864609 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Perez’s full registration record.