Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Schuyler? Claim Your ProfileSchuyler Hallett Perry is a financial advisor with over 23 years of experience in the financial services industry. Perry is a CERTIFIED FINANCIAL PLANNER™ professional and has Series 3, 7, and 66 securities licenses as well as a Series 63 license. Perry is currently registered as a broker-dealer and investment advisor representative in New York and Texas. Prior to joining Rockefeller Financial LLC, Perry was with First Republic Securities Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Schuyler Hallett Perry specializes in providing financial planning, portfolio management, and selection of other advisors to high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing 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.
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.
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2
NY
04/19/2023 - Present
Rockefeller Financial LLC (New York NY)
NY
01/20/2017 - 05/16/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
06/16/2005 - 01/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/10/2005 - 05/27/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
12/20/2001 - 05/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/13/2001 - 12/06/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
07/23/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
05/12/1999 - 06/25/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 3 - National Commodity Futures Examination
BC
Issued 05/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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