Daniel J. Perrino
SAVVY
Bellingham, WA 98225
Some features on this profile are disabled
CRD#: 6286193
Professional summary
Daniel Joseph Perrino, who also goes by Daniel J Perrino, Dan Perrino, Daniel Perrino, is a registered financial advisor currently at SAVVY located in Bellingham, Washington.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I grew up in the Chicago area and developed a strong interest in the stock market. After completing my bachelor's degree in business administration with concentrations in finance and information systems from Fordham University's Gabelli School of Business in New York City, I embarked on my career at Eze Software Group, a financial technology company and electronic trading software. Starting in client service, I steadily progressed to consulting and implementation roles, where I directly interacted with traders, portfolio managers, and operations personnel at institutional trade desks.
During my time at Eze., I had the pleasure of meeting my wife, Jess. Together, we decided to relocate to Bellingham, Washington, to be closer to her family. This prompted my transition to Merrill, where I served as a financial advisor, gaining valuable experience before eventually taking on the responsibility of managing a local independent advisory office in Bellingham.
In 2022, I joined Savvy Advisors, drawn by their cutting-edge technology resources, which allow me to provide better client service. My specialization lies in assisting individuals in our community in achieving their retirement goals. For those approaching retirement, my focus is on implementing effective savings and contribution strategies. For those already in retirement, I prioritize sustainable and tax-efficient income strategies. Collaborating closely with clients' tax professionals is crucial to ensure that our investment advice aligns seamlessly with their unique tax situations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel J Perrino | Dan Perrino | Daniel Perrino
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.
1. 11/22/2019 - Multop Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 6/17/2020 - Clarity Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/18/2019 - 1 Hour Per Month During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Perrino'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®
NoneExperience
Current
August 22, 2022 - Present
SAVVY
Office #1: 1313 E Maple St Suite 222, Bellingham, WA 98225RIA
CRD#: 318493
Bellingham, WA
Past
November 22, 2019 - August 12, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
BELLINGHAM, WA
Past
November 22, 2019 - August 12, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
BELLINGHAM, WA
Past
November 16, 2018 - October 17, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BELLINGHAM, WA
Past
October 15, 2018 - October 17, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BELLINGHAM, WA
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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.Highlighted states indicate IAR registrations
IAR
Washington(8/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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