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David Perrotto

Silver Oak Securities, INC.
20 Years of Experience
Webster, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
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David Perrotto is a registered investment advisor at Silver Oak Securities, INC., based in Webster, NY, with 20 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.

Silver Oak Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
8,746 clients
Average Client Portfolio
$280K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1630 Empire Blvd., Suite 100, Webster, NY, 14580

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Settled
Employment Separation After Allegations
December 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is an advisor for Perrotto Private Wealth, an investment advisor representative for Bright Futures Wealth Management, and sells fixed insurance with various companies, dedicating a few hours per week. He also works for Legal Shield, Covantage, NAIFA NY, and Infamous Whiskey.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 11 mos
Bright Futures Wealth Management, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLC
March 2021 - March 2024 · 3 yrs
Cetera Advisors LLC
March 2012 - December 2013 · 1 yr 9 mos
Cetera Advisors LLCBroker
March 2012 - November 2025 · 13 yrs 8 mos
Chase Investment Services CORP.
December 2010 - December 2011 · 1 yr
Chase Investment Services CORP.Broker
September 2009 - December 2011 · 2 yrs 3 mos
Gunnallen Financial, INCBroker
August 2005 - September 2009 · 4 yrs 1 mo
State Registrations3 states
FLNJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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