# ANTHONY PEREZ

ANTHONY PEREZ is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with LEGACY WEALTH MANAGEMENT, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LEGACY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/174767) | 2024-11-25 | present | Yes |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2020-12-09 | 2021-06-02 | — |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2012-06-01 | 2020-11-09 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2002-12-16 | 2004-12-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4583581)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4583581.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.