Unclaimed Profile

Melinda Jane Perry

CADENT CAPITAL ADVISORS, LLC·TULSA, Oklahoma

SIE, Series 3, Series 7, Series 9, Series 10, Series 31, Series 66Clean record21 years registeredCADENT CAPITAL ADVISORS, LLC

4525 EAST 91ST STREET, TULSA, OK 74137CRD# 4626468Firm CRD# 169704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melinda Jane Perry · TULSA, OK

Registration

CRD #4626468 · CADENT CAPITAL ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ROCKEFELLER CAPITAL MANAGEMENT

Aug 2025 – present

ROCKEFELLER FINANCIAL LLC

Aug 2025 – present

UBS FINANCIAL SERVICES INC.

Jan 2022 – Aug 2025

TULSA, OK

BOK FINANCIAL ADVISORS

Aug 2019 – Jan 2022

Tulsa, OK

CADENT CAPITAL ADVISORS, LLC

Jan 2014 – Jul 2019

TULSA, OK

SOWELL MANAGEMENT SERVICES

Jun 2013 – Jul 2014

NORTH LITTLE ROCK, AR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2013 – Jun 2013

TULSA, OK

MORGAN STANLEY SMITH BARNEY LLC

Sep 2011 – Jun 2012

TULSA, OK

BOSC, INC.

May 2010 – Aug 2011

TULSA, OK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2005 – May 2010

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · April 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CADENT CAPITAL ADVISORS, LLC

CRD 169704 · SEC 801-78860

AUM

$617M

Regulatory assets under management

Employees

1,254 client accounts

Services offered by CADENT CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CADENT CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Melinda Jane Perry offer?

Melinda Jane Perry specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Melinda Jane Perry's credentials?

Melinda Jane Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melinda Jane Perry located?

Melinda Jane Perry is based in TULSA, Oklahoma, working with CADENT CAPITAL ADVISORS, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Melinda Jane Perry charge for services?

Melinda Jane Perry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CADENT CAPITAL ADVISORS, LLC?

CADENT CAPITAL ADVISORS, LLC has approximately 12 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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