Leonard Perillo
Leonard Perillo is a registered investment advisor at Wells Fargo Advisors, based in Lake Mary, FL, with 50 years of industry experience. Leonard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1025 Greenwood Blvd Ste 179, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Smith Barney INC.Broker
Halpert and Company, INC.Broker
Wilson White, Belf, Lake, Rochlin & CO.Broker
State Registrations16 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.
Exams
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