Benjamin Adam Perry

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → 07/2024
  Quadrant Biosciences
  Syracuse, NY
• 07/2024 → Present
  Tradewins Financial
  Pearland, TX
• 07/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 07/2024 → 12/2025
  Quadrant Biosciences Abc, Llc
  Syracuse, NY
• 08/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2024 → Present
  Bma Consulting Services
  League City, TX

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2024 APX NUMBER OF HOURS PER WEEK: 01 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: TRADEWINS FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL START DATE: 07/2024 APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFER FINANCIAL SERVICES TO CLIENTS 3. NAME OF OTHER BUSINESS: BMA CONSULTING SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: CONSULTING; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: PRINCIPAL; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CONTRACT CONSULTING FOR TECHNOLOGY AND BIOTECH COMPANIES;

Exams

• S66 Uniform Combined State Law Examination
  2024-04-06