Anthony Perillo, financial advisor Milwaukee WI
93 score

Anthony Perillo

CRD Number: 6184102
Current Firm: Hewins Financial Advisors, LLC

Anthony Perillo (CRD# 6184102) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Milwaukee, WI and has over 4 years of experience in the finance industry. Anthony Perillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hewins Financial Advisors, LLC Milwaukee, WI Nov 2013 - Current 4
Alberts Investment Management Inc. Brookfield, WI Dec 2011 - Oct 2013 1
Marquette University Facilities Services Milwaukee, WI May 2011 - Dec 2011 < 1
Full-time Education Milwaukee, WI Aug 2007 - Dec 2011 4
Self-employed Hudson, WI Jun 2008 - Aug 2010 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Anthony L. Perillo
Phone Number: 650-620-3040
Registered State(s):
  • CA
  • LA
  • WI
  • FL
  • IL
By the Numbers
  • Total Assets Under Management
    4,399
    MILLIONS
  • Total Number of Accounts
    5,878
    ACCOUNTS
  • Average Account Value
    $748,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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