Theodore Gerard Perry

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2017
  Ss&C
  Jacksonville, FL
• 02/2017 → 08/2023
  South Street Bank
  Vero Beach, FL
• 08/2023 → 03/2026
  Cypress Bank & Trust
  Vero Bank, FL
• 03/2026 → Present
  Farther
  Vero Beach, FL

Designations

• Certified Financial Planner

Other Names

• Theo Perry
• Theodore Gerard Perry