Stephen Perrone
Stephen Perrone is a registered investment advisor at Brixton Capital Wealth Advisors, LLC, based in Garden City, NY, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 819 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brixton Capital Wealth Advisors' annual fee for managing your investments is a percentage of the total value of your portfolio. For portfolios under $3 million, the fee typically ranges from 0.50% to 1.75% per year. Fees for portfolios over $3 million are negotiable. The exact fee depends on the size of your portfolio, the complexity of the services, and the level of administration you request.
Location
1305 Franklin Ave, Suite 300, Garden City, NY, 11530
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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 ActivitiesSells Insurance
Stephen sells accident & health, life, and variable insurance products. He also owns 33% of Good News Investors LLC, a non-investment related company that purchases and remodels homes for resale.
Employment History
Current Registrations
Brixton Capital Wealth Advisors, LLC
Previous Registrations
Finance
Northeast Securities, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Sds Securities CORP.Broker
Equitec Proprietary Markets, LLCBroker
State Registrations9 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.