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William Perham

Advisor at Foundations Investment Advisors LLC

Updated today
Foundations Investment Advisors LLC logo

Firm

Foundations Investment Advisors LLC

Location

Middleton, CT 06457

Credentials

Series 63, Series 65

Industry experience

17 years

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning and asset management services typically range from $100 to $5,000

Percentage

2.00% maximum annual advisory fee

Project-based

Financial planning hourly fees range from $100 to $500 per hour

Other

Account minimum: $5,000 Minimum fee: $150 annual minimum management fee Fee-only: Financial planning fees charged on a fixed or hourly basis

Work history

Foundations Investment Advisors LLC

2025 - Present (1 year)

LPL Enterprise, LLC

2025 - 2025 (1 year)

Foreside Financial Services, LLC

2018 - 2024 (6 years)

Symmetry Partners, LLC

2018 - 2024 (6 years)

VOYA Financial Advisors

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James S

Series 63, Series 65, Series 66

Glastonbury, CT

Merrill

James Stewart is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he focuses on serving business owners, entrepreneurs, and corporate executives by addressing their unique wealth management needs. His expertise includes executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income planning. James began his career in 1983 and joined Merrill Lynch Wealth Management in 2015. He holds a Bachelor's Degree from William Paterson University and is a Personal Investment Advisor (PIA). James holds FINRA Series 7 and Series 66 registrations. His approach involves in-depth consultations to understand clients' financial situations and goals, followed by customized wealth plans that integrate accumulation, preservation, tax planning, and inter-generational wealth transfer. He collaborates with affiliated professionals to implement complex strategies as needed. Outside of his professional role, James enjoys adventure sports, hiking, yoga, and spending time with his family. He is involved with several community organizations, including the Appalachian Mountain Club, CAST Coalition Against Slavery and Trafficking, Disabled American Veterans, Middlesex Chamber of Commerce, Shriner's Children's Hospital, St Jude's Children's Hospital, and a nutrition coalition. His community involvement also extends to the Red Cross, USO, and Wounded Warrior programs.

Wealth management Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning Charitable giving & philanthropy Executive LGBTQIA Women's Finance Women Professionals

Charles C

CFP®, Series 63, Series 65, Series 66

North Haven, CT

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management

Hayriye A

Series 63, Series 66

Farmington, CT

Merrill

Hayriye Aslan is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty-one years of experience in the investment and financial services industries. She supports clients by developing personalized financial strategies tailored to their individual goals, drawing upon a holistic approach to wealth management. In her role as a Senior Financial Advisor and Senior Portfolio Advisor, Hayriye assists clients with a range of services including college education planning, family wealth management, retirement planning, tax minimization, and investment strategy, among others. Prior to joining Merrill Lynch Wealth Management, Hayriye gained experience in the stock, bond, and repo markets, and has expertise in annuities, life insurance, and consumer banking. She holds an MBA in Finance from the University of Hartford and a Bachelor's degree from Bilkent University. Hayriye has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to putting her clients’ needs first and continues to expand her knowledge through various training and certification programs. Outside her professional pursuits, Hayriye participates in community volunteer activities. Her personal interests include cooking, interior decorating, music, reading, soccer, and spending time with her family.

Wealth management Annuities Life insurance needs analysis Retirement income strategy General retirement planning Women Professionals Women's Finance

Jonathan J

Series 63, Series 65

Farmington, CT

Merrill

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor in the Farmington Merrill Lynch Wealth Management office. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jonathan works directly with clients through personal consultations to set quantifiable goals and develop long-term financial strategies. With more than 30 years of experience in the financial services industry, including over 27 years at Merrill Lynch, Jonathan has established expertise supported by his Chartered Retirement Planning Counselor (CRPC) designation and Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Central Connecticut State University and a master's degree in finance from the University of Connecticut. Jonathan has been a member of the Connecticut State Teachers Retirement Board since 2007 and has served on the board of Amy’s Angels, a nonprofit organization providing assistance to individuals and families dealing with serious illness or injury, since 2015. His personal interests include golfing, hiking, photography, racquetball, reading, tennis, and traveling.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Liquidity event planning
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Denise Y

Series 63, Series 65

Farmington, CT

Merrill

Denise Yuu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies that align with their full financial picture and evolving market conditions. Denise provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support clients in pursuing their financial goals. Denise holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from Columbia Business School as well as a Bachelor's Degree from Simmons College. She follows Merrill’s tradition of community involvement by volunteering with local organizations. Her approach centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Wealth management

Mark R

Series 66

Berlin, CT

Edward Jones

Retirement income strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer General estate planning guidance
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