PN
CFP
PN
CFP

Perry Noun

12 Years of Experience
Syracuse, NY
Broker

Perry Noun is a CFP-designated registered investment advisor, based in Syracuse, NY, with 12 years of industry experience. Perry is also registered as a broker, so some compensation may come from commissions on products sold.

Location

7293 Buckley Road, Suite 100, Syracuse, NY, 13212

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2026 - Present · 1 mo
Blue Horizon Equity, INC.
September 2026 - Present · 1 mo
Cetera Wealth Services, LLCBroker
September 2026 - Present · 1 mo
Cambridge Investment Research, INC.Broker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Avantax Investment Services, INC.Broker
December 2013 - May 2021 · 7 yrs 5 mos
State Registrations1 state
NY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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