David Joseph Perrotto

Current Employers

Employment History

• 01/2013 → 10/2025
  Cetera Advisors Llc
  Denver, CO
• 10/2017 → Present
  Bright Futures Wealth Management
  Webster, NY
• 03/2011 → Present
  Perrotto Private Wealth
  Webster, NY
• 11/2022 → Present
  Infamous Whiskey
  Madison, GA
• 03/2024 → 10/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2024-03-22 → 2025-11-03
  Cetera Investment Advisers Llc
  Webster, NY
  New York, NY
• 2012-03-02 → 2024-03-22
  Cetera Advisors Llc
  Webster, NY
  New York, NY
  New York, NY
  New York, NY
  Rochester, NY
  New York, NY
  Webster, NY
  Webster, NY
  Howard Beach, NY
• 2010-12-06 → 2011-12-15
  Chase Investment Services Corp.
  New York, NY

Other Businesses

1. Equimark East, Is Investment Related,"1630 Empire Blvd, suite 100, Webster, NY, 14580, United States", Insurance and financial services, part owner,7/1/2022,160 hours per month,160 hours per month during trading hours, Salary Compensation, "Tax and consulting, tax preparation, fixed insurance, and financial services." 2. Perrotto Private Wealth, Is Not Investment Related,"1630 Empire Blvd, suite 100, Webster, NY, 14580, United States", Financial Advisory Services,Owner,1/1/2016,160 hours per month,160 hours per month during trading hours, Other Compensation, Perrotto Private Wealth is a DBA for my practice. 3. Bright Futures Wealth Management, Is Not Investment Related,"1630 Empire Blvd, suite 100, Webster, NY, 14580, United States", Financial Advisory Services,IAR,1/1/2016,160 hours per month,160 hours per month during trading hours, Fee Based Compensation, Investment Advisor Representative that sells advisory services. 4. Fixed insurance with various companies, Is Investment Related,"1630 Empire Blvd, suite 100, Webster, NY, 14580, United States", Sells fixed life and annuity products, Insurance Agent,12/6/2016,4 hours per month,4 hours per month during trading hours, Commission Compensation, Sells life insurance with various companies. 5. NAIFA,Is Not Investment Related,"1000 Wilson Boulevard, Suite 1890, Arlington, VA, 22209, United States", non profit, Grassroots Chair / Board member,1/1/2024,10 hours per month,0 hours per month during trading hours, No Compensation Compensation, "leads local advocacy efforts by engaging members in political action and building relationships with lawmakers. They coordinate grassroots campaigns, recruit and mobilize volunteers, and ensure members are informed on key legislative issues affecting advisors. The chair encourages members to connect personally with legislators, trains them in effective advocacy, and prepares them for events like state lobby days and NAIFA's Congressional Conference. They serve as the link between NAIFA's national/state advocacy teams and local members, promoting consistent messaging and strong participation. While they may support IFAPAC fundraising, their main focus is mobilizing a broad network of politically active members to protect the profession and clients' financial security."

Exams

• S66 Uniform Combined State Law Examination
  2010-12-04
• S63 Uniform Securities Agent State Law Examination
  2005-12-22

Other Names

• David J. Perrotto
• David J Perrotto