Mary Susan Perry has been an investment adviser representative at Whitwell & Co since July 2026, and is not listed among the firm’s executive officers or direct owners.
Whitwell & Co, LLC is a firm with $117M under management, 337 clients and 6 advisers across 6 offices, as of its July 2026 filing.
Mary Susan Perry’s longest registration was 13 years at Wells Fargo Advisors (2011–2025). Before joining Whitwell & Co in 2026, Mary Susan Perry was registered through Wells Fargo Advisors and Dixon Hughes Goodman Wealth Advisors LLC.
- Whitwell AdvisorsCurrent– present · under a yearSummerville, SC · Adviser representative · Firm CRD 331958
- Wells Fargo Advisors– · 13 yearsCharleston, SC · Adviser representative · Firm CRD 19616
- Dixon Hughes Goodman Wealth Advisors LLC– · 3 yearsSummerville, SC · Adviser representative · Firm CRD 109279
- Wachovia Securities, LLC– · 2 yearsCharleston, SC · Adviser representative · Firm CRD 19616
- Merrill Lynch Pierce Fenner & Smith Inc.– · 8 yearsWashington, DC · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Mary Susan Perry is registered as an investment adviser representative in 8 states, as a resident of Texas. The first approvals date from July 2026; the most recent is Washington, in September 2026.
- CaliforniaSince 30 July 2026
- FloridaSince 24 August 2026
- HawaiiSince 30 July 2026
- NevadaSince 29 July 2026
- South CarolinaSince 29 July 2026
- TexasResidentSince 30 July 2026
- VirginiaSince 30 July 2026
- WashingtonSince 1 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 November 2011 |
| Series 7 | General Securities Representative Examination | 4 November 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 December 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mary Susan Brockington Perry
- CRD
- 2530761
- Firm
- Whitwell & Co · CRD 331958
- Office
- Summerville, SC
- Registration
- Investment adviser registration
- In the industry since
- April 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Mary Susan Perry work?
Mary Susan Perry is an investment adviser representative registered through Whitwell & Co, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Mary Susan Perry a financial advisor?
Yes. Mary Susan Perry has a current investment-adviser registration in California, Florida, Hawaii, Nevada, South Carolina, Texas, Virginia and Washington, through Whitwell & Co since July 2026.
How many years of experience does Mary Susan Perry have?
Mary Susan Perry has 28 years in the financial industry, since April 1998, across 4 adviser firms.
What exams has Mary Susan Perry passed?
Mary Susan Perry has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in December 1995. FINRA credited Mary Susan Perry with the SIE, which began in October 2018.
Where did Mary Susan Perry work before Whitwell & Co?
Before Whitwell & Co, Mary Susan Perry was registered through Wells Fargo Advisors, July 2011 to February 2025; Dixon Hughes Goodman Wealth Advisors LLC, March 2008 to July 2011; Wachovia Securities, LLC, February 2004 to February 2006; Merrill Lynch Pierce Fenner & Smith Inc., January 1996 to January 2004.
Where is Mary Susan Perry based?
Mary Susan Perry’s registered office is in Summerville, SC.
Is Mary Susan Perry registered with FINRA?
No. Mary Susan Perry has no current broker registration.
How can I verify Mary Susan Perry’s record?
Search CRD 2530761 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Susan Perry’s full registration record.
Stefan WhitwellChief Executive Officer- Andrew LucichChief Compliance Officer