AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
SP

Samuel Dexter Perry

CORIENT
Boston, MA
·CRD# 360738·55 years experience

Professional Summary

Samuel Dexter Perry, who also goes by Samuel Dexter Perry, Samuel D Perry, is a registered financial advisor currently at CORIENT located in Boston, Massachusetts. Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Samuel has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 1 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Samuel Dexter Perry, Samuel D Perry

Blog Corner

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
View profile
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Years of Experience

55 years in the financial services industry

Current & Past Employments

CORIENT·CRD# 319448
RIA
1 Post Office Squire Suite 2400, Boston, MA 02109
November 10, 2022 - Present
EATON VANCE DISTRIBUTORS, INC.·CRD# 37731
BD
Boston, MA
August 24, 2004 - May 1, 2020
DEUTSCHE BANK SECURITIES INC.·CRD# 2525
BD
New York, NY
October 21, 2003 - July 20, 2004
DWS INVESTMENT MANAGEMENT AMERICAS, INC.·CRD# 104518
RIA
Boston, MA
September 23, 1993 - August 13, 2004
DEAM INVESTOR SERVICES, INC.·CRD# 754
BD
New York, NY
November 10, 1971 - October 21, 2003

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Current Firm

CO
CORIENT

BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LP | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT

CRD#: 319448 / SEC#: 801-124978
RIA
Registered Investment Advisory firm - SEC (5/12/2022 Approved)

Contact Information

Main Address

830 Brickell Plaza Suite 4800, Miami, FL 33131

Mailing Address

830 Brickell Plaza Suite 4800, Miami, FL 33131

Phone Number

(305) 735-2020

# of Employees

1,537

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORIENT PRIVATE WEALTH (8/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

113,752

AUM (Assets Under Management)

$165,252,436,553

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025Cover PageReport
12/28/2024Cover PageReport
10/27/2023Cover PageReport

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of Business: 26 Old Orchard Road Investment-related: Yes Address: Chestnut Hill, MA Nature of Business: Office and Warehouse Space Rental to Crane Crest Salad Dressing Position: Property owner and landlord Start date: 1984 Hours/Month: 1 Hours/Month During Security Trading Hours: 0 Duties: Owner Name of Business: 323-327 Newbury Street Investment-related: Yes Address: Boston, MA Nature of Business: Commercial Rental Property Position: Owner and landlord Start date: 1968 Hours/Month: 3 Hours/Month During Security Trading Hours: 0 Duties: Owner Name of Business: 412 Hartford Street Investment-related: Yes Address: Westwood, MA Nature of Business: House in Westwood, which I own with my sister and rent Position: Co-owner and Landlord Start date: 1976 Hours/Month: 1 Hours/Month During Security Trading Hours: 0 Duties: Co-Owner Name of Business: Crane Crest Inc. Investment-related: Yes Address: Chestnut Hill, MA Nature of Business: Produces and sells one product, Crane Crest Salad Dressing. Position: Corporate Officer Start date: 1993 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: I serve as treasurer and clerk for this business, founded in 1978 and presently owned and operated by my wife. Name of Business: King's Chapel Investment-related: Yes Address: Boston, MA Nature of Business: Church - First Anglican in NE and first Episcopal and first Unitarian in the USA Position: Trustee (one of three) Start date: 1984 Hours/Month: 4 Hours/Month During Security Trading Hours: 1 Duties: Trustees hold properties and endowment funds I serve as an individual trustee for a client(s) of Corient. Acting as a trustee may present a potential conflict of interest. This relationship is disclosed in accordance with Corient's policies.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CO
CORIENT

BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LP | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT

CRD#: 319448 / SEC#: 801-124978
RIA
Registered Investment Advisory firm - SEC (5/12/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Massachusetts
(1/3/2023)
IAR
Texas
(11/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1993About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1989About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Nov 2000About the Series 3 exam

Series 1 — Registered Representative Examination

Passed Nov 1971

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Dexter Perry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#
SP
Follow Samuel
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required