Carl Peruzzotti, financial advisor Noank CT

Carl Peruzzotti

CRD Number: 5335349
Current Firm: Scf Investment Advisors, Inc.

Carl Peruzzotti (CRD# 5335349) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Noank, CT and has over 14 years of experience in the finance industry.

Similar Advisors
Robert Henderson, financial advisor Noank CT
Robert Henderson
CRD# 5089860
Lansdowne Wealth Management, LLC
Similar Advisors
Frank Abel, financial advisor Noank CT
Frank B. Abel
CRD# 4288358
Commonwealth Financial Network
Similar Advisors
James Ackles, financial advisor Noank CT
James A. Ackles
CRD# 2706099
Lbs Capital Management Inc.
Company Name Location Dates Years
Scf Securities, Inc. Fresno, CA Oct 2016 - Current 5
Scf Investment Advisors, Inc. Fresno, CA Oct 2016 - Current 5
Various Insurance Carriers For W&r Insurance Agencies Noank, CT Sep 2012 - Oct 2016 4
Waddell & Reed, Inc. Hamden, CT Sep 2012 - Oct 2016 4
Bank Of America Na Providence, RI Jun 2011 - Sep 2012 1
Merrill Lynch, Pierce, Fenner & Smith Inc. Providence, RI Apr 2011 - Sep 2012 1
Everest Associates, LLC Noank, CT Jan 2011 - Sep 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Carl E. Peruzzotti
Phone Number: 559-456-6108
Registered State(s):
  • CA
  • CT
By the Numbers
  • Total Assets Under Management
    1,641
    MILLIONS
  • Total Number of Accounts
    8,141
    ACCOUNTS
  • Average Account Value
    $201,615
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Carl Peruzzotti and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.