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Anthony Gaspare Perrone

AMERITAS ADVISORY SERVICES
Altamonte Springs, FL
·CRD# 2327757·33 years experience

Professional Summary

Anthony Gaspare Perrone, who also goes by Anthony G Perrone, Tony Perrone, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Altamonte Springs, Florida and AMERITAS INVESTMENT COMPANY, LLC located in Altamonte Springs, Florida. Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Anthony has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anthony G Perrone, Tony Perrone

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
305 Douglas Ave, Altamonte Springs, FL 32714
November 1, 2021 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
305 Douglas Ave, Altamonte Springs, FL 32714-3332
October 8, 2002 - Present
ESTATE AND BUSINESS PLANNING GROUP, PA·CRD# 141558
RIA
Altamonte Springs, FL
June 18, 2010 - December 5, 2014
ESTATE AND BUSINESS PLANNING GROUP, PA·CRD# 141558
RIA
Altamonte Springs, FL
July 18, 2003 - December 31, 2008
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Altamonte Spg, FL
April 11, 2003 - November 1, 2021
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
RIA
Apopka, FL
January 10, 2001 - September 17, 2002
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
BD
Newark, DE
January 10, 2001 - September 17, 2002
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY·CRD# 5181
BD
Boston, MA
March 29, 1993 - May 1, 1997
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
March 29, 1993 - January 18, 2001

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GALAXY II WRAP FEE BROCHURE (10/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2026Cover PageReport
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * ESTATE & BUSINESS PLANNING GROUP; SAME AS BRANCH; INV REL; LIFE INSURANCE AND LTC; OWNER/PRESIDENT; START DATE=12/2003; HRS/MO=10; TRADING HRS/MO=10; LIFE INSURANCE AND LTC * TDTN, LLC; SAME AS BRANCH; NON-INV REL; LLC OWNS MY PERSONAL BUILDING THAT RENTS TO ESTATE AND BUSINESS PLANNING GROUP; MANAGING PARTNER; START DATE=10/2005; HRS/MO=1; TRADING HRS/MO=1; MAINTAIN BUILDING * PLATINUM ADVISORS; SAME AS BRANCH; NON-INV REL; WRITING A BOOK TO SELL ON AMAZON AND BARNES & NOBLE; MEMBER; START DATE=05/2015; HRS/MO=15; TRADING HRS/MO=0; WRITING THE BOOK * TP Books, LLC; same as branch; non-inv rel; book sales; President; start date=02/2016; hrs/mo=1; trading hrs/mo=1; author of books, speaking engagements about the book

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/29/2019)
RR
Alaska
(4/29/2019)
RR
Arizona
(10/8/2019)
RR
Arkansas
(8/9/2011)
RR
California
(8/21/2008)
RR
Colorado
(9/26/2012)
RR
Florida
(10/8/2002)
IAR
Florida
(11/1/2021)
RR
Georgia
(10/8/2002)
RR
Idaho
(8/21/2008)
RR
Illinois
(1/2/2018)
RR
Indiana
(7/30/2021)
RR
Kentucky
(2/24/2020)
RR
Louisiana
(6/16/2020)
RR
Maine
(11/13/2012)
RR
Maryland
(1/30/2008)
RR
Massachusetts
(11/21/2014)
RR
Michigan
(2/28/2006)
RR
Mississippi
(2/13/2025)
RR
Missouri
(4/29/2019)
RR
Montana
(4/12/2017)
RR
Nebraska
(6/16/2010)
RR
Nevada
(5/28/2025)
RR
New Hampshire
(6/27/2023)
RR
New Jersey
(5/13/2010)
RR
New Mexico
(3/27/2015)
RR
New York
(1/2/2003)
RR
North Carolina
(2/1/2010)
RR
Ohio
(11/23/2021)
RR
Oregon
(2/24/2009)
RR
Pennsylvania
(8/30/2006)
RR
South Carolina
(4/29/2019)
RR
South Dakota
(8/31/2020)
RR
Tennessee
(2/18/2010)
RR
Texas
(6/12/2008)
IAR
Texas
(7/14/2023)
RR
Virginia
(11/5/2014)
RR
Washington
(5/1/2017)
RR
Wisconsin
(11/24/2025)
RR
Wyoming
(4/29/2019)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 1999About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1993About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Sep 2004About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed May 1999About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Anthony Gaspare Perrone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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