Joseph Clayton Perfilio

Employer firm

Integrated Capital Management, Inc. CRD 149489

$232M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension 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

• 09/2004 → 11/2020
  Clayton Perfilio, Ltd.
  Scranton, PA
• 04/2009 → Present
  Integrated Capital Management, Inc.
  Jessup, PA

Previous Registrations

• 2005-04-27 → 2020-11-10
  Clayton Perfilio, Ltd.
  Scranton, PA
• 1997-07-25 → 2013-04-01
  Fsc Securities Corporation
  Scranton, PA
  Kingston, PA
  Moosie, PA

Other Businesses

1) INVESTMENT ADVISORY SERVICES OFFERED THROUGH INTEGRATED CAPITAL MANAGEMENT, INC (ICM) (AN SEC-REGISTERED INVESTMENT ADVISER) AS AN INVESTMENT ADVISER REPRESENTATIVE; 2) FIXED INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT; 3) PINNACLE CAPITAL, INC, PARTNER, 50 ALBERIGI DRIVE, SUITE 114, JESSUP, PA 18434, 1/2004-PRESENT, 5 HRS/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED; 4) PINARELLO PARTNERS, LLC, PARTNER, 50 ALBERIGI DRIVE, SUITE 114, JESSUP PA 18434, 7/2010-PRESENT, 1HR/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-17
• S63 Uniform Securities Agent State Law Examination
  1994-02-04

Other Names

• Joe Perfilio