Raymond Perry, financial advisor Dayville CT

Raymond Perry

CRD Number: 360708
Current Firm: Infinex Investments, Inc.

Raymond Perry (CRD# 360708) is an Investment Advisor Representative working at Infinex Investments, Inc. in Dayville, CT and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Putnam Savings Bank Putnam, CT Oct 2004 - Current 17
Infinex Investments, Inc. Putnam, CT Oct 2004 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for Raymond R. Perry
Phone Number: 203-599-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,547
    MILLIONS
  • Total Number of Accounts
    8,349
    ACCOUNTS
  • Average Account Value
    $305,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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