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Anthea May Perkinson

Anthea M. Perkinson

MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION
Pelham, NY
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CRD#: 1941735
Anthea May Perkinson

Professional summary

Anthea May Perkinson, CFP® is a registered financial advisor currently at MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION located in Pelham, New York.

Anthea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Anthea has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

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 Anthea May Perkinson'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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

November 9, 2021 - Present

MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION

RIA
CRD#: 289727
Pelham, NY
Past

March 9, 2015 - June 15, 2015

BLUEPRINT FINANCIAL PLANNING LLC

RIA
CRD#: 163967
PELHAM, NY
Past

April 13, 1999 - December 5, 2011

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

September 30, 1992 - March 29, 1999

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

July 18, 1989 - January 25, 1990

SCARBOROUGH SECURITIES CORPORATION

BD
CRD#: 6322

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
New York
(11/9/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 11/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/4/1993
General Securities Principal Examination

Current Firm

MA
MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION
MONTEREY ASSOCIATES | MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION

CRD#: 289727 / SEC#:

New York
Registered Investment Advisory firm - (11/27/2017 Approved)
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Contact information

Main Address
Pelham, NY
Mailing Address
P.o. Box 8054, Pelham, NY 10803
Phone number
(914) 419-6412
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION

CRD#: 289727Pelham, NY

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