Susan Perry
Susan Perry is a registered investment advisor at Cetera Investment Advisers LLC, based in Warwick, NY, with 14 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 Oakland Ave 2nd Floor, Warwick, NY, 10990
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating about 10-20% of her time. She also owns rental property, spends a few hours per week on debt counseling, and uses BPS Financial Services as a DBA name.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Prime Capital Services, INC.Broker
State Registrations1 state
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