Desmond Perry, financial advisor Hamden CT
93 score

Desmond Perry

CRD Number: 6058068
Current Firm: Advice And Planning Services

Desmond Perry (CRD# 6058068) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Hamden, CT Jun 2017 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Hamden, CT Jun 2017 - Current < 1
Wells Fargo Clearing Services, LLC New York, NY Apr 2012 - Jun 2017 5
Wells Fargo Bank Na New York, NY Jan 2007 - Jun 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Desmond Perry
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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