Anthony Gaspare Perrone
Investment adviser representative at Ameritas Advisory Services, LLC
24 yearsExperience
2 statesRegistered in
ChFC®Designation
$13.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Life Insurance CorpJan 2015 to now
- Estate & Business Planning GroupDec 2003 to now
- Ameritas Investment Company, LLCOct 2002 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2327757
- Firm CRD
- 317245