Dan Perrino

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About Dan Perrino

Dan brings 10+ years of finance experience to Savvy. He is passionate about helping clients acheive their near and long-term financial goals. Dan's process begins with first gaining a strong understanding a one's current situation and goals, as well as what they're looking for in a relationship with a Financial Advisor. He then works with them to build and refine a financial plan, often collaborating with their Tax and Estate Planning professionals. Dan then recommends, implements, and manages a custom investment strategy spefically designed for their goals, risk tolerance, and tax situation. It's Dan's preference to meet with his clients quaterly to reivew the portfolio and their financial plan. There is no cost or obligation for Dan's Initial Consulation process.

See Disclosures

General Information

Firm Start Year

2021

No. of Employees

20-49

CRD#

11116

Firm CRD#

1123

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Dan is originally from the Chicagoland area and earned his Bachelor's Degree from Fordham University in Bronx, NY. Following graduation, Dan moved back to Chicago and joined Eze Software Group, a FinTech company that delivers execution and order management software to institutional trade desks. At Eze, Dan worked closely with Product Managers, Software Engineers, Head Traders, Portfolio Managers, and Compliance officers to design and implement trade execution order flows. After four years working with Eze, Dan moved to Bellingham, WA with his now wife, Jess and joined a local Merrill Lynch office where he obtained his Series 7, Series 66, and Insurance Producers licenses and practiced as a Financial Advisor. In 2019, Dan transitioned to LPL Financial & Clarity Capital Management where he continued to practice as a Financial Advisor in Bellingham, WA until joining the Savvy Wealth Management Team in August, 2022. Dan aims to help clients achieve their financial goals by delivering highly customized investment strategies & financial plans.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Life, Variable Life, Variable Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%/yr

Additional Details on Charges

Minimum Fee Charged for Managed Accounts

.7%/yr

Education

Bachelor's in Business Administration - Finance, Information Systems

Fordham University
07/06/2010 -05/17/2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891381/paladinregistry-Savvy-Advisors-Inc-detailed-disclosure.html

Paladin Advisors

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