Supreme Alliance
47yrs
Top advisor by experience in Charlotte
39yrs
John Perry
Full name on record: John Patrick Perry
Financial advisor at Rockefeller Capital Management
Based in Charlotte, North Carolina, John Perry is a fiduciary financial advisor with 39 years of industry experience. John joined Rockefeller Capital Management in 2024, after six years at Morgan Stanley and three years at Merrill Lynch, Pierce, Fenner & Smith. Rockefeller Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 4490 advisors with offices in Charlotte, and one of 4158 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 3% by experience in Charlotte
Office5605 Carnegie Blvd., Suite 220, Charlotte, NC 28209
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – now
- 2024 – nowRockefeller Financial LLCCurrent firm
- 2017 – 2024Morgan StanleyPreviously
- 2014 – 2017
- Jan 2013 – Mar 2014UBS Financial Services Inc.Previously
- 2004 – 2012
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Rockefeller Capital Management at 212-549-5100 and ask for John Perry. John works from the Charlotte, NC office.
How long has John been a financial advisor?
John has been in the industry since 1987, about 39 years. Top 3% by experience in Charlotte.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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