Maddox Richard De nunzio
Investment adviser representative at Perennial Financial Services
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 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
- Pension consulting
Experience
12 years in the industry.
- LPL FinancialNov 2024 to now
- Perennial Financial ServicesNov 2024 to now
- Cal Poly San Luis ObispoSep 2024 to now
- Asset Preservation StrategiesJun 2024 to Sep 2024
- Cal Poly San Luis ObispoSep 2023 to Jun 2024
- In-n-out BurgerApr 2020 to Sep 2023
- Bishop Diego High SchoolAug 2018 to Jun 2022
- Dino's Body ShopSep 2017 to Sep 2019
- Santa Barbara MotorsportsMay 2017 to Sep 2017
- Santa Barbara Middle SchoolJan 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Perennial Financial Services
Legal name: Perennial Investment Advisors, LLC
$2.5BAssets managed
3,229Clients
49Advisers
9 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
- 8003616
- Firm CRD
- 286477