Eugene E. Peroni

PERONI PORTFOLIO ADVISORS

CONSHOHOCKEN, PA 19428

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CRD#: 1129637

Professional summary

Eugene Everett Peroni JR is a registered financial advisor currently at PERONI PORTFOLIO ADVISORS, INC. located in Conshohocken, Pennsylvania.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Eugene has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Everett Peroni JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 6, 2016 - Present

PERONI PORTFOLIO ADVISORS, INC.

Office #1: 20 Ash Street Suite 340, Conshohocken, PA 19428

RIA

CRD#: 281573

CONSHOHOCKEN, PA

Past

May 17, 2007 - June 14, 2016

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

CONSHOHOCKEN, PA

Past

May 17, 2007 - June 14, 2016

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

CONSHOHOCKEN, PA

Past

March 19, 2004 - June 5, 2007

GUGGENHEIM INVESTMENTS

RIA

CRD#: 129288

LISLE, IL

Past

November 14, 2002 - June 5, 2007

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

RIA

CRD#: 39805

CONSHOHOCKEN, PA

Past

November 13, 2002 - November 13, 2002

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

RIA

CRD#: 39805

CONSHOHOCKEN, PA

Past

August 26, 2002 - June 5, 2007

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

CRD#: 39805

CONSHOHOCKEN, PA

Past

June 29, 1999 - May 10, 2002

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

October 18, 1986 - April 30, 1999

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

October 23, 1985 - December 1, 1986

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

CRD#: 76

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/6/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/20/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/3/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/14/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/1985

General Securities Representative Examination

Current Firm

PERONI PORTFOLIO ADVISORS, INC.

CRD#: 281573 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (6/6/2016 Approved)

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Contact information

Main Address

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087

Mailing Address

Phone number

(484) 222-1929

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Eugene E. Peroni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Everett Peroni JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

GUGGENHEIM INVESTMENTS

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

NUVEEN SECURITIES, LLC

JANNEY MONTGOMERY SCOTT LLC

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/1995

Series 63

Date: 10/3/1986

SIE

Date: 6/14/2016

Series 7

Date: 10/19/1985

Current Firm

PERONI PORTFOLIO ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

PERONI PORTFOLIO ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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