William Raymond Perlette is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | 2021-09-13 | present | Yes |
| FORTA FINANCIAL GROUP, INC. | 2021-06-14 | 2021-10-04 | — |