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AP

Anthony S. Perrone

PELKONEN AND ASSOCIATES
MELVILLE, NY 11747
CRD#: 8119756
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AP
Anthony Stephen PerronePELKONEN AND ASSOCIATES

Professional summary

Anthony Stephen Perrone is a registered financial advisor currently at PELKONEN AND ASSOCIATES LLC located in Melville, New York.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Anthony has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Stephen 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

February 13, 2026 - Present

PELKONEN AND ASSOCIATES LLC

Office #1: 425 Broadhollow Road Suite 112, Melville, NY 11747
RIA
CRD#: 305933
MELVILLE, NY

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".
PA
PELKONEN AND ASSOCIATES LLC
AMP WEALTHCARE | PELKONEN AND ASSOCIATES LLC | PELKONEN AND ASSOCIATES

CRD#: 305933 / SEC#: 801-118271

RIA
Registered Investment Advisory firm - (3/23/2020 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
New York
(2/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/25/2025
Uniform Investment Adviser Law Examination

Current Firm

PA
PELKONEN AND ASSOCIATES LLC
AMP WEALTHCARE | PELKONEN AND ASSOCIATES LLC | PELKONEN AND ASSOCIATES

CRD#: 305933 / SEC#: 801-118271

RIA
Registered Investment Advisory firm - (3/23/2020 Approved)
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Contact information

Main Address
425 Broadhollow Road Suite 112, Melville, NY 11747
Mailing Address
Phone number
(631) 396-1032
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PELKONEN DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/13/2026)

Regulatory assets under management

Total Number of Accounts906
AUM (Assets Under Management)$ 293,299,775

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

PELKONEN AND ASSOCIATES LLC

CRD#: 305933Melville, NY 11747

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