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Anthea May Perkinson

Monterey Associates Financial Planning & Education

Pelham, NY

CRD 1941735

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Employer firm

Monterey Associates Financial Planning & Education CRD 289727

40 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Periodicals / newsletters
  • Educational seminars
  • BASIC INVESTMENT ASSET ALLOCATION RECOMMENDATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Monterey Associates Financial Planning & Education

Pelham, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-09
  • NY RA
    APPROVED
    Since 2021-11-09

Branch Locations

Pelham, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Distributors, Inc. New York NY 03/1999 Present
Blueprint Financial Planning Llc New York NY 02/2015 Present
  • 03/1999 → Present
    Equitable Distributors, Inc.
    New York, NY
  • 02/2015 → Present
    Blueprint Financial Planning Llc
    New York, NY
Previous Registrations
  • 2015-03-09 → 2015-06-15
    Blueprint Financial Planning Llc
    Pelham, NY
    Hoboken, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-11-09
  • S63 Uniform Securities Agent State Law Examination
    1992-11-09
Designations
  • Certified Financial Planner
Other Names
  • Anthea May Perkinson

View on SEC IAPD

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