Samuel Perry is a CFA-designated registered investment advisor at Corient, based in Boston, MA, with 52 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
1 Post Office Squire, Suite 2400, Boston, MA, 02109
Get directionsHistory
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 Activities
Samuel owns multiple rental properties and serves as a corporate officer for Crane Crest Inc., a salad dressing company owned by his wife. He also serves as a trustee for King's Chapel and is on the investment committee for the New Hampshire Society of the Cincinnati, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Corient
Previous Registrations
Eaton Vance Distributors, INC.Broker
Deutsche Bank Securities INC.Broker
Deutsche Investment Management Americas INC.
Scudder Investor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- James Gilloran, CFPCorient
- Alexandra Goodson, CFPCorient
- Jonathan Howard, CFPCorient
- Abbott Lawrence, CFACorient
- Duke Laflamme, CFACorient
- Gregory Dimarzio, CFACorient