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Stephen Joseph Perrone

Brixton Capital Wealth Advisors, LLC

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About Stephen Joseph Perrone

Stephen Perrone is an investment advisor representative registered with Brixton Capital Wealth Advisors, LLC. Stephen has been in the industry for 16 years. He has a Series 7 and Series 66 license. Stephen is also licensed to sell life insurance and has a real estate investing business. Stephen has experience working with high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Stephen Perrone is currently registered with Brixton Capital Wealth Advisors, LLC. Brixton Capital Wealth Advisors, LLC is a registered investment advisor located in Garden City, NY. The firm manages $146,148,788 in assets for 604 accounts. Brixton Capital Wealth Advisors, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. The firm serves high-net-worth individuals and individuals other than high-net-worth.
Brixton Capital Wealth Advisors, LLC

1305 FRANKLIN AVE

GARDEN CITY, NY 11530

$146.15M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Perrone’s Registration & Firm History

NY

09/28/2022 - Present

Brixton Capital Wealth Advisors, LLC (GARDEN CITY NY)

NY

07/27/2017 - 12/10/2018

NORTHEAST SECURITIES, LLC (MITCHEL FIELD NY)

NY

01/22/2009 - 08/03/2017

FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)

NY

06/02/2005 - 01/03/2006

SDS SECURITIES CORP. (NEW YORK NY)

IL

05/24/2004 - 09/22/2004

EQUITEC PROPRIETARY MARKETS, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/12/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Joseph Perrone.
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