Carly Perusek
Investment Adviser Representative at Wealthspire Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carly Perusek is an investment adviser representative with Wealthspire Advisors in Beachwood, OH, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pepperdine Consulting AssociationSep 2023 – Jan 2024Malibu, CA
- JPMorganChaseJun 2024 – Aug 2024Willoughby Hills, OH
- JMS Financial Solutions, LLCJun 2025 – Feb 2026Columbus, OH
- Wealthspire AdvisorsJun 2026 – no end date reportedBeachwood, OH
- John Carroll UniversityJan 2024 – May 2026University Heights, OH
- Pepperdine UniversityAug 2021 – May 2025Malibu, CA
- Middle/High SchoolJun 2016 – Jun 2023Cleveland Heights, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthspire Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 234
- Offices listed on AdvisorFinder:
- 21
- Main office:
- New York, NY
- SEC file number:
- 801-49390
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at Wealthspire Advisors
Showing 12 of 234 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carly Perusek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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