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Carly Perusek

Wealthspire Advisors

Beachwood, OH

CRD 8101335

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Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-28
  • OH RA
    APPROVED
    Since 2026-07-28

Branch Locations

3401 Enterprise Parkway, Suite 100, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pepperdine Consulting Association Malibu CA 09/2023 01/2024
Jpmorganchase Willoughby Hills OH 06/2024 08/2024
Jms Financial Solutions, Llc Columbus OH 06/2025 02/2026
Wealthspire Advisors Beachwood OH 06/2026 Present
John Carroll University University Heights OH 01/2024 05/2026
Pepperdine University Malibu CA 08/2021 05/2025
Middle/High School Cleveland Heights OH 06/2016 06/2023
  • 09/2023 → 01/2024
    Pepperdine Consulting Association
    Malibu, CA
  • 06/2024 → 08/2024
    Jpmorganchase
    Willoughby Hills, OH
  • 06/2025 → 02/2026
    Jms Financial Solutions, Llc
    Columbus, OH
  • 06/2026 → Present
    Wealthspire Advisors
    Beachwood, OH
  • 01/2024 → 05/2026
    John Carroll University
    University Heights, OH
  • 08/2021 → 05/2025
    Pepperdine University
    Malibu, CA
  • 06/2016 → 06/2023
    Middle/High School
    Cleveland Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-11
  • S65 Uniform Investment Adviser Law Examination
    2026-07-11

View on SEC IAPD

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