Robert Perriella, financial advisor Federal Way WA
93 score

Robert Perriella

CRD Number: 874210
Current Firm: 180 Wealth Advisors, LLC

Robert Perriella (CRD# 874210) is an Investment Advisor Representative working at 180 Wealth Advisors, LLC in Federal Way, WA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
180 Wealth Advisors, LLC Federal Way, WA Apr 2017 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kent, WA Oct 2009 - Apr 2017 7
Banc Of America Investment Services, Inc. Kent, WA Nov 2008 - Oct 2009 < 1
Banc Of America Insurance Services, Inc. Kent, WA Nov 2008 - Oct 2009 < 1
H&r Block Financial Advisors, Inc. Bellevue, WA Nov 2003 - Nov 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Robert J. Perriella
Phone Number: (253) 394-0720
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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

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