Shane Perry has been an investment adviser representative at The Retirement Solution since February 2019, and is not listed among the firm’s executive officers or direct owners.
The Retirement Solution LLC is a Redmond, WA firm with $699M under management, 824 clients and 15 advisers across 5 offices, as of its May 2026 filing.
- The Retirement Solution LLCCurrent– present · 7 yearsRedmond, WA · Adviser representative · Firm CRD 148106
Investment adviser representative registrations
Shane Perry is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2019; the most recent is New Hampshire, in November 2023.
- New HampshireSince 7 November 2023
- TexasResidentSince 2 September 2021
- WashingtonSince 14 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 February 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shane Christopher Perry
- CRD
- 7075292
- Firm
- The Retirement Solution · CRD 148106
- Office
- 18300 REDMOND WAY, SUITE 250, Redmond, WA 98052
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Shane Perry work?
Shane Perry is an investment adviser representative registered through The Retirement Solution LLC since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Shane Perry a financial advisor?
Yes. Shane Perry has a current investment-adviser registration in New Hampshire, Texas and Washington, through The Retirement Solution since February 2019.
How many years of experience does Shane Perry have?
Shane Perry has 7 years in the financial industry, since February 2019, across 1 adviser firm.
What exams has Shane Perry passed?
Shane Perry passed the Series 65 in February 2019.
Where is Shane Perry based?
Shane Perry’s registered office is in Redmond, WA.
Is Shane Perry registered with FINRA?
No. Shane Perry has no current broker registration.
How can I verify Shane Perry’s record?
Search CRD 7075292 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shane Perry’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner