Unclaimed Profile

Stephen Joseph Perrone

BRIXTON CAPITAL WEALTH ADVISORS, LLC·GARDEN CITY, New York

SIE, Series 7, Series 66Clean record11 years registeredBRIXTON CAPITAL WEALTH ADVISORS, LLC

1305 FRANKLIN AVE, GARDEN CITY, NY 11530CRD# 4805871Firm CRD# 288810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Joseph Perrone · GARDEN CITY, NY

Registration

CRD #4805871 · BRIXTON CAPITAL WEALTH ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

BRIXTON CAPITAL WEALTH ADVISORS, LLC

Sep 2017 – present

FINANCE

Sep 2017 – Dec 2018

UNIONDALE, NY

STRATEGIC ADVISERS, INC.

Nov 2014 – Aug 2017

ROSLYN, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 5, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIXTON CAPITAL WEALTH ADVISORS, LLC

CRD 288810 · SEC 801-110811

AUM

$146M

Regulatory assets under management

Employees

604 client accounts

Services offered by BRIXTON CAPITAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIXTON CAPITAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Joseph Perrone offer?

Stephen Joseph Perrone specializes in Financial Planning, Investment Management. Contact their office in GARDEN CITY, New York for a consultation.

What are Stephen Joseph Perrone's credentials?

Stephen Joseph Perrone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Joseph Perrone located?

Stephen Joseph Perrone is based in GARDEN CITY, New York, working with BRIXTON CAPITAL WEALTH ADVISORS, LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.

How does Stephen Joseph Perrone charge for services?

Stephen Joseph Perrone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIXTON CAPITAL WEALTH ADVISORS, LLC?

BRIXTON CAPITAL WEALTH ADVISORS, LLC has approximately 5 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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