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Philip Warner Perry

Osaic Institutions, Inc.

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About Philip Warner Perry

Philip Warner Perry is a financial professional with over 30 years of experience in the industry. Philip is registered to provide investment advice and brokerage services in 14 states and is currently affiliated with Osaic Institutions, Inc. based in Groton, Connecticut. Philip has held previous positions with HARVEST CAPITAL LLC, MAIN STREET MANAGEMENT COMPANY, NEW ENGLAND SECURITIES and FIRST INVESTORS CORPORATION.

Firm Information

Philip Perry is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Perry’s Registration & Firm History

CT

11/20/2013 - Present

Osaic Institutions, Inc. (GROTON CT)

CT

05/25/2004 - 11/20/2013

HARVEST CAPITAL LLC (GROTON CT)

MA

06/29/1992 - 05/25/2004

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

NY

07/02/1990 - 07/06/1992

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

06/05/1990 - 06/27/1990

NEW ENGLAND SECURITIES (NEW YORK NY)

NJ

04/17/1986 - 06/04/1990

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 03/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1990

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Warner Perry.
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