Scott Noel Alperin

Employer firm

Alperin Financial Solutions, LLC CRD 325714

$45.0M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• ASSET ALLOCATION AND ADVISORY CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Alperin Law Pllc
  Virginia Beach, VA
• 02/2023 → Present
  Alperin Financial Solutions, Llc
  Virginia Beach, VA
• 11/2020 → 11/2021
  Infinex Investments, Inc.
  Virginia Beach, VA
• 04/2006 → Present
  Vested Title Of Virginia, Llc
  Virginia Beach, VA

Previous Registrations

• 2020-11-30 → 2021-11-26
  Osaic Institutions, Inc.
  Baltimore, MD

Other Businesses

1. Vested Title of Virginia, LLC; 500 Viking Drive, Suite 202, Virginia Beach, VA 23452; Nature of Business: Title Insurance Agency; Position: Sole Member and Insurance Agent; Business Formation: 4/24/2006; Hours per month devoted to business: Approximately 20 hours. 2. Alperin Law PLLC; 500 Viking Dr suite 202, Virginia Beach, VA 23452; Estate Attorney; 10/2015; Hours per month devoted to business: Approximately 20 hours. 3. Independent Insurance Agent; 500 Viking Dr suite 202, Virginia Beach, VA 23452; Start 1/24/2011; Hours per month devoted to business: Less than 5 hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-30

Designations

• Certified Financial Planner

Other Names

• Scott Alperin