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Barbara Jami Perry

EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS·NEW WINDSOR, New York
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103 EXECUTIVE DR., SUITE 503, NEW WINDSOR, NY 12553CRD# 1719207Firm CRD# 133740
01

About

Barbara Jami Perry is a registered financial advisor based in NEW WINDSOR, New York, affiliated with EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS
EMERITI RETIREMENT HEALTH SOLUTIONS
AUM
—
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS →
Services
Market timing services
Other
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 1719207
Firm CRD# 133740
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Jami Perry offer?
Barbara Jami Perry is a registered financial advisor in NEW WINDSOR, New York. Contact their office for details on services offered.
What are Barbara Jami Perry's credentials?
Barbara Jami Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Jami Perry located?
Barbara Jami Perry is based in NEW WINDSOR, New York, working with EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS. Their office serves clients in the NEW WINDSOR metropolitan area and surrounding communities.
How does Barbara Jami Perry charge for services?
Barbara Jami Perry's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS?
EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS has approximately 6 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW WINDSOR
Paul Joseph Mason — EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONSCarie Ann Abildgaard — EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONSMartha Ann Peugh-Wade — EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONSTimothy Allen Hultquist — EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONSAlan Norton — EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS
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