Colby Perigo
Colby Perigo is a registered investment advisor at Cetera Investment Advisers LLC, based in South Portland, ME, with 3 years of industry experience. Colby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
707 Sable Oaks Drive, Suite 203, South Portland, ME, 04106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colby operates IIS Financial Services as a DBA for financial services. This takes about a full-time commitment, with most of the hours during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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