Adviser and broker representative · Osaic Institutions, Inc.
Raymond R. Perry
CRD 360708 · Dayville, CT
At a glance
Raymond R. Perry is an investment adviser representative with Osaic Institutions, Inc. in Dayville, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Raymond’s SEC record dates to 2016, about 10 years ago. Raymond is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Osaic Institutions, Inc.Since June 2016Dayville, CT · $6.5B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Raymond’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.