SP

Scott D. Perron

SD PERRON & CO. INVESTMENT SERVICES
HYPOLUXO, FL
Some features on this profile are disabled
CRD#: 2457230
SP

Professional summary


Scott David Perron is a registered financial advisor currently at SD PERRON & CO. INVESTMENT SERVICES located in Hypoluxo, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Scott has worked at 10 firms and has passed the Series 63 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.

CRS (Client Relationship Summary) - RIA


Click below to view Scott David Perron'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

April 3, 2026 - Present

SD PERRON & CO. INVESTMENT SERVICES

RIA
CRD#: 132592
HYPOLUXO, FL
Past

October 26, 2007 - December 31, 2012

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
HYPOLUXO, FL
Past

July 26, 2004 - October 19, 2007

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
HYPOLUXO, FL
Past

June 27, 2002 - December 31, 2004

EASTERN POINT ADVISORS INC.

RIA
CRD#: 107123
HYPOLUXO, FL
Past

June 20, 2002 - October 19, 2007

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
HYPOLUXO, FL
Past

August 8, 2000 - June 10, 2002

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

May 14, 1998 - December 31, 2025

SD PERRON & CO. INVESTMENT SERVICES

RIA
CRD#: 132592
HYPOLUXO, FL
Past

April 24, 1997 - August 9, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

August 30, 1995 - October 15, 1997

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

September 22, 1994 - September 1, 1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

March 28, 1994 - July 28, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 28, 1994 - July 28, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Florida
(4/3/2026)

Exams


State Security Law Exam
General Industry/Product Exam

Current Firm


SP
SD PERRON & CO. INVESTMENT SERVICES
SD PERRON & CO. INVESTMENT SERVICES | SD PERRON & CO. INVESTMENT SERVICES, INC.

CRD#: 132592 / SEC#:

Florida
Registered Investment Advisory firm - (5/14/1998 Approved)
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Contact information


Main Address
Hypoluxo, FL
Mailing Address
Po Box 3456, Lantana, FL 33465-3456
Phone number
(561) 540-2600
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts17
AUM (Assets Under Management)$ 1,357,418

Red Flags


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Company Information


SD PERRON & CO. INVESTMENT SERVICES

CRD#: 132592Hypoluxo, FL

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