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Susan Perry

Cetera Investment Advisers LLC

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About Susan Perry

Susan Perry is a financial advisor currently registered with Cetera Investment Advisers LLC and has been in the financial services industry for 12 years. Susan holds Series 6 and Series 63 securities licenses and has passed the SIE exam. Susan provides financial planning services, portfolio management, and educational seminars to clients. Susan is a licensed insurance agent, owning a rental property and has experience as a debt counselor.

Firm Information

Susan Perry is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

10 OAKLAND AVE 2ND FLOOR

WARWICK, NY 10990

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Susan Perry’s Registration & Firm History

NY

06/29/2023 - Present

Cetera Investment Advisers LLC (WARWICK NY)

NY

01/26/2012 - 09/03/2013

WALNUT STREET SECURITIES, INC. (WARWICK NY)

NY

07/21/2011 - 02/14/2012

PRIME CAPITAL SERVICES, INC. (WARWICK NY)

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Licenses & Designations

BC

Issued 10/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/20/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Perry.
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