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Inactive

Daniel Joseph Perrino

Savvy

Bellingham, WA

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-08-22
  • WA RA
    APPROVED
    Since 2022-08-22

Branch Locations

1313 E Maple St Suite 222, Bellingham, WA 98225 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 08/2018 10/2019
Eze Software Group Chicago IL 07/2014 08/2018
Clarity Capital Management Bellingham WA 10/2019 11/2019
Lpl Financial, Llc Bellingham WA 11/2019 07/2022
Bank Of America N.A. Bellingham WA 08/2018 10/2019
Savvy Advisors, Inc. New York NY 08/2022 Present
  • 08/2018 → 10/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bellingham, WA
  • 07/2014 → 08/2018
    Eze Software Group
    Chicago, IL
  • 10/2019 → 11/2019
    Clarity Capital Management
    Bellingham, WA
  • 11/2019 → 07/2022
    Lpl Financial, Llc
    Bellingham, WA
  • 08/2018 → 10/2019
    Bank Of America N.A.
    Bellingham, WA
  • 08/2022 → Present
    Savvy Advisors, Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-15
  • S66 Uniform Combined State Law Examination
    2018-11-15
Other Names
  • Daniel J Perrino
  • Dan Perrino
  • Daniel Perrino

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
FINANCIAL PLAN, INC.
GOODRICH & ASSOCIATES, LLC
D.A. DAVIDSON & CO.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
WEST INVEST

Other Investors

THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS
DANIEL JOHN DAVIS
WILLIAM JUNG ZOLLNER
CHELSEA DAWN WELLS
MARICEL C DALERE
LIANA LEE FREEMAN

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · BELLINGHAM, WA
FINANCIAL PLAN, INC. · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
D.A. DAVIDSON & CO. · BELLINGHAM, WA
EDWARD JONES · BELLINGHAM, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bellingham, WA
EDWARD JONES · BELLINGHAM, WA

More in Bellingham, WA

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