Thomas Eli Perry
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- American Portfolios Financial Services, Inc.Sep 2019 to Oct 2024
- Indianapolis ZooJul 2019 to Dec 2022
- Kelly ServicesJan 2019 to Jul 2019
- Sport-aide LLCMay 2017 to Jan 2019
- Home City IceMay 2014 to Dec 2016
- Franciscan UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, IN, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7173878
- Firm CRD
- 23131