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AP

Anthony G. Perrone

AMERITAS ADVISORY SERVICES
Altamonte Springs, FL 32714-3332
Some features on this profile are disabled
CRD#: 2327757
AP

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 6, Series 51 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Anthony G Perrone | Tony Perrone

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 Anthony Gaspare Perrone's CRS (Customer Relationship Summary).
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

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 305 Douglas Ave, Altamonte Springs, FL 32714-3332
RIA
CRD#: 317245
Altamonte Springs, FL
Current

October 8, 2002 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 305 Douglas Ave, Altamonte Springs, FL 32714-3332
BD
CRD#: 14869
Altamonte Springs, FL
Past

June 18, 2010 - December 5, 2014

ESTATE AND BUSINESS PLANNING GROUP, PA

RIA
CRD#: 141558
ALTAMONTE SPRINGS, FL
Past

July 18, 2003 - December 31, 2008

ESTATE AND BUSINESS PLANNING GROUP, PA

RIA
CRD#: 141558
ALTAMONTE SPRINGS, FL
Past

April 11, 2003 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
ALTAMONTE SPG, FL
Past

January 10, 2001 - September 17, 2002

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
APOPKA, FL
Past

January 10, 2001 - September 17, 2002

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

March 29, 1993 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

March 29, 1993 - January 18, 2001

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/2/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)
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Contact information


Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

Regulatory assets under management


Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
07/23/2024
07/27/2023

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.

Company Information


AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245Altamonte Springs, FL 32714-3332

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