Anna Perasso is a registered investment advisor, based in Morristown, NJ, with 17 years of industry experience.
Location
89 Headquarters Plaza, Ste 1287, Morristown, NJ, 07960
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anna is a Managing Partner at Private Client WFP DBA Wealth Financial Partners, where she oversees client meetings, asset discovery, and team management, dedicating nearly full-time hours. She also works as a consultant at WFP Tax Partners LLC, focusing on tax consulting and preparation, spending about 10-20% of her time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
UBS Financial Services INC.Broker
Idb Capital CORP.Broker
Chase Investment Services CORP.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.