Strategic Advisers
2yrs
2 years in the industry
42yrs
Based in Dayville, Connecticut, Raymond Perry is a financial advisor with 42 years of industry experience. Raymond has been with Osaic Institutions since 2016. Raymond holds the ChFC designation.
At a glance
Experience42 years (since 1984)
How that compares ?Top 1% by experience at Osaic Institutions
Office560 Hartford Pike, Dayville, CT 06241
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowOsaic Institutions, Inc.Current firm
Contact Raymond
560 Hartford PikeDayville, CT 06241Office · Get directions Firm main line(203) 599-6000Headquarters: Osaic Institutions · Meriden, CT LinkedIn pageOsaic Institutions
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Questions to ask Raymond
Tailored to Raymond’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Raymond
How do I contact Raymond?
Call Osaic Institutions at (203) 599-6000 and ask for Raymond Perry. Raymond works from the Dayville, CT office.
How long has Raymond been a financial advisor?
Raymond has been in the industry since 1984, about 42 years. Top 1% by experience at Osaic Institutions.
What licenses does Raymond hold?
Series 63. Tap any license on this page to see what it allows.
Is Raymond a fiduciary?
Raymond is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Raymond paid?
Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Raymond for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.