Michael Perna

Employer firm

Flying Point Advisors CRD 330467

$4.33M regulatory AUM 15 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Flying Point Advisors

Freeport, ME • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2024-06-24

ME RA
APPROVED

Since 2024-06-24

Branch Locations

Freeport, ME • 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

Organization	City	State	From	To
The Wanderlust Group	Portland	ME	01/2016	02/2023
Flying Point Advisors	Freeport	ME	04/2021	Present
Flying Point Advisors Llc	Freeport	ME	03/2024	Present

01/2016 → 02/2023

The Wanderlust Group

Portland, ME
04/2021 → Present

Flying Point Advisors

Freeport, ME
03/2024 → Present

Flying Point Advisors Llc

Freeport, ME

Previous Registrations

2013-11-14 → 2015-09-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
2010-10-07 → 2013-05-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Boston, MA
2008-08-05 → 2010-07-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Other Businesses

Michael Perna is an accountant. From time to time, he will offer clients advice or products from this activity. Flying Point Advisors LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Flying Point Advisors LLC in their capacity as an accountant.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-01

S66 Uniform Combined State Law Examination

2008-08-01

Designations

Chartered Financial Analyst

Other Names

Michael Perna
Michael G Perna
Michael Perna

View on SEC IAPD