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Scott David Perron

SD PERRON & CO. INVESTMENT SERVICES
HYPOLUXO, FL
·CRD# 2457230·32 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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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

32 years in the financial services industry

Current & Past Employments

SD PERRON & CO. INVESTMENT SERVICES·CRD# 132592
RIA
Hypoluxo, FL
April 3, 2026 - Present
FORTUNE FINANCIAL SERIVCES, LLC·CRD# 42150
BD
Hypoluxo, FL
October 26, 2007 - December 31, 2012
INVESTORS CAPITAL CORP.·CRD# 30613
RIA
Hypoluxo, FL
July 26, 2004 - October 19, 2007
EASTERN POINT ADVISORS INC.·CRD# 107123
RIA
Hypoluxo, FL
June 27, 2002 - December 31, 2004
INVESTORS CAPITAL CORP.·CRD# 30613
BD
Hypoluxo, FL
June 20, 2002 - October 19, 2007
INVESTACORP, INC.·CRD# 7684
BD
Miami, FL
August 8, 2000 - June 10, 2002
SD PERRON & CO. INVESTMENT SERVICES·CRD# 132592
RIA
Hypoluxo, FL
May 14, 1998 - December 31, 2025
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lavista, NE
April 24, 1997 - August 9, 2000
SECURITIES SERVICE NETWORK, LLC·CRD# 13318
BD
Knoxville, TN
August 30, 1995 - October 15, 1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION·CRD# 14229
BD
Northridge, CA
September 22, 1994 - September 1, 1995
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
March 28, 1994 - July 28, 1994
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
March 28, 1994 - July 28, 1994

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Current Firm

SP
SD PERRON & CO. INVESTMENT SERVICES

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

CRD#: 132592
Florida
Registered Investment Advisory firm - Florida (5/14/1998 Approved)

Contact Information

Main Address

Hypoluxo, FL

Mailing Address

Po Box 3456, Lantana, FL 33465-3456

Phone Number

(561) 540-2600

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

17

AUM (Assets Under Management)

$1,797,864

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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.

COMPUTER/WEBSITE SERVICE - ABILITY TO PROVIDE WEB DESIGN AND COMPUTER RELATED SERVICES FOR AN HOURLY FEE, APPROXIMATELY 15% OF MY TIME. BOOKKEEPING SERVICE - ABILITY TO PROVIDE COMPILING AND REPORTING OF DATA PROVIDED BY CLIENT BUT DO NOT PROVIDE TAX ADVICE, APPROXIMATELY 2% OF MY TIME. INSURANCE - ABILITY TO PROVIDE INSURANCE RELATED PRODUCTS HOWEVER NOT CURRENTLY AFFILILIATED WITH ANY FIRM TO SELL PRODUCTS AND ONLY AFFILIATED WITH TWO FIRMS FOR THE PURPOSE OF 'SERVICING' EXISTING FIXED ANNUITY POLICIES, APPROXIMATELY 1% OF MY TIME.

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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.
IAR
Florida
(4/3/2026)

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

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

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1994About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 1994About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Scott David Perron's CRS (Customer Relationship Summary).

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