Anthony PerilloCRD 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.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|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|
Total Assets Under Management4,399MILLIONS
Total Number of Accounts5,878ACCOUNTS
Average Account Value$748,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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