Michael Perrone, financial advisor Fairport NY
90 score

Michael Perrone

CRD Number: 5929337
Current Firm: Stifel, Nicolaus & Company, Incorporated

Michael Perrone (CRD# 5929337) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Rochester, NY Mar 2015 - Current 1
Bank Of America, N.a. Pittsford, NY Sep 2011 - Mar 2015 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester, NY May 2011 - Jul 2011 < 1
Convergent Wealth Advisors Pittsford, NY Jan 2011 - May 2011 < 1
Nazareth College Of Rochester Rochester, NY Sep 2007 - May 2011 3
Penfield Fitness And Racquet Club Penfield, NY Oct 2009 - Jan 2011 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Unpaid Intern, NY May 2010 - Aug 2010 < 1
Gold's Gym Rochester, NY Feb 2007 - Oct 2009 2
Penfield High School Rochester, NY Sep 2003 - Jun 2007 3
Oak Hill Country Club Rochester, NY Jun 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Michael J. Perrone
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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