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Paul Nastasi

President / CCO at A. J. Perry & Company in Towson, MD

Investment adviser registrationUpdated

Paul Nastasi is President / CCO of A. J. Perry & Company, Inc., an investment adviser managing $109M, and works from its Towson, MD office. Paul Nastasi has been registered as an investment adviser representative through A. J. Perry & Company since 27 April 2018, has 22 years in the industry across 1 firm and has passed the Series 65.

22
Years in industry
8
Years at firm
1
Adviser firms
0
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Paul Nastasi has been President / CCO of A. J. Perry & Company since October 2012, is a control person of the firm and directly owns 75% or more of it.

A. J. Perry & Company, Inc. is a Towson, MD firm with $109M under management, 97 clients and 1 adviser in one office, as of its February 2026 filing.

  1. – present · 8 years
    Towson, MD · Adviser representative · Firm CRD 107041
  2. – · 2 years
    Towson, MD · Adviser representative · Firm CRD 107041
  3. – · 11 years
    Baltimore, MD · Adviser representative · Firm CRD 107041

Credentials and registrations

Examinations

Series 6521 December 1995
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Paul Francis Nastasi
CRD
2700632
Firm
A. J. Perry & Company · CRD 107041
Role
President / CCO
Office
408 ALLEGHENY AVENUE, 2ND FLOOR, Towson, MD 21204
Registration
Investment adviser registration
In the industry since
January 2004
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Paul Nastasi work?

Paul Nastasi has been President / CCO of A. J. Perry & Company, Inc. since October 2012, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 18 February 2026

Is Paul Nastasi a financial advisor?

Yes. Paul Nastasi has a current investment-adviser registration, through A. J. Perry & Company since April 2018.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Paul Nastasi have?

Paul Nastasi has 22 years in the financial industry, since January 2004, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Paul Nastasi passed?

Paul Nastasi passed the Series 65 in December 1995.

Source: IAPD individual record, checked 22 October 2026

Where is Paul Nastasi based?

Paul Nastasi’s registered office is in Towson, MD.

Source: IAPD individual record, checked 22 October 2026

Is Paul Nastasi registered with FINRA?

No. Paul Nastasi has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Paul Nastasi’s record?

Search CRD 2700632 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Nastasi’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 2700632, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of A. J. Perry & Company, Inc., filed 18 February 2026. Title, control and ownership bands.