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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Dexter Perry is a financial advisor at Corient and has been in the industry for over 30 years. Perry has experience in both investment advisory and brokerage services. Perry has also worked for Eaton Vance Distributors, Inc. and Deutsche Bank Securities Inc. Perry holds Series 3, 63, and 65 licenses and is a Chartered Financial Analyst. Corient provides investment advisory and management services to individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
11/10/2022 - Present
Corient (Boston MA)
MA
08/24/2004 - 05/01/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
10/21/2003 - 07/20/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/10/1971 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 10/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 3 - National Commodity Futures Examination
BC
Issued 11/09/1971
Series 1 - Registered Representative Examination
Active
Inactive
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