Dennis Scott Perdue

Employer firm

Westover Capital Advisors, LLC CRD 126520

$653M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING AND ASSETS UNDER ADVISEMENT

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

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

Current Employers

Employment History

• 11/2020 → Present
  Westover Capital Advisors, Llc
  Wilmington, DE
• 01/2017 → 10/2020
  Whisman Giordano & Associates, Llc
  Newark, DE
• 01/1999 → 01/2017
  Master, Sidlow & Associates, P.A.
  Wilmington, DE

Other Businesses

Mr. Perdue is a CPA in a non-investment related business offering Accounting and Tax Preparation Services. The business is located at: 202 Victoria Ln, Oxford, PA 19363. Mr. Perdue is the sole-proprietor and has participated in this business activity since January of 1999. He spends approximately 20 hours a month devoted to the tax services business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-31