Daniel Joseph Perrino
Investment adviser representative at Savvy
12 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- SavvyAug 2022 to now
- Savvy Advisors, Inc.Aug 2022 to now
- LPL Financial, LLCNov 2019 to Jul 2022
- Clarity Capital ManagementOct 2019 to Nov 2019
- Bank of America N.A.Aug 2018 to Oct 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Oct 2019
- Eze Software GroupJul 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 6286193
- Firm CRD
- 318493