Scott Perrone, financial advisor Atlanta GA

Scott Perrone

Retire Orlando, Llc

CRD Number: 4611078
Current Firm: Advisory Services Network
Compensation Model: Fee Only

As an advisor, Scott uses his financial knowledge and creativity to design strategies in order to help clients pursue financial freedom.  Whether you're pursuing your retirement goals, funding your children's education, or looking to leave a legacy, Scott welcomes the challenge to help you succeed.

Scott began his financial services career during college, while working for Citibank.  Although he was initially drawn to this industry by the lure of the stock market, he stayed inspired by helping clients realize their dreams.  His work in financial services includes positions such as Vice President of Retirement Planning for Fairwinds Credit Union, Business and Estate Planning Consultant for the Hartford, Regional Sales Director for Lincoln Financial Group, and Wealth Advisor for Partners Retirement and Wealth Management.

After spending nearly 2 decades working for large financial institutes, Scott decided to create a company that was focused on increasing his client's bottom line, as opposed to his brokerage firm's.  In 2016, he founded Retire Orlando, LLC with the intent to provide fiduciary advice while keeping costs at a minimum.

As a graduate of Wilmington University with his B.S. degree, Scott holds a designation as a Certified Financial Planner®, an Accredited Wealth Management Advisor® and a Chartered Retirement Planning Counselor®. He also holds his Series 7 and 66 licenses, in addition to his Life, Accident and Health Insurance licenses.

Away from the office, Scott believes life should be filled with great people and great experiences.......which usually means family, friends and Miami Dolphins football!  He and his wife, Amy, recently became proud parents and welcomed their first child.  In their spare time they enjoy kayaking, bike riding and traveling to faraway places.

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Professional Designations
Company Name Location Dates Years
Advisory Services Network, LLC Atlanta, GA Nov 2021 - Current 2
Kovack Advisors, Inc. Fort Lauderdale, FL Feb 2019 - Oct 2021 2
Capital Markets Iq, LLC Wilmington, DE Dec 2016 - Feb 2019 2
Lpl Orlando, FL Jul 2015 - Nov 2016 1
Partners Federal Credit Union Orlando, FL Jul 2015 - Nov 2016 1
Seacoast National Bank Winter Garden, FL Mar 2015 - Jul 2015 < 1
Invest Financial Corp. Winter Garden, FL Mar 2015 - Jul 2015 < 1
Fairwinds Credit Union Orlando, FL Jan 2013 - Feb 2015 2
Cuso Financial Services, LP San Diego, CA Jan 2013 - Feb 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Scott R. Perrone
By the Numbers
  • Total Assets Under Management
    6,819
    MILLIONS
  • Total Number of Accounts
    24,286
    ACCOUNTS
  • Average Account Value
    $280,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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