Anthony Perrone
Pelkonen and Associates · Melville, New York
Anthony Perrone is a fee-only financial advisor at Pelkonen and Associates in Melville, New York. Pelkonen and Associates reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Anthony →
Facts
| Firm | Pelkonen and Associates |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $293.3M across 906 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8119756 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | ampwealthcare.com |
| Profile |
How Anthony's firm compares
- Pelkonen and Associates's average account is about $324,000, from its Form ADV (assets managed divided by 906 accounts).
Request an introduction to Anthony
Tell Anthony a little about what you're looking for. Anthony isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anthony
Is Anthony Perrone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Pelkonen and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Pelkonen and Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anthony Perrone based?
Anthony Perrone is based in Melville, New York.
Is Anthony Perrone registered with the SEC?
Yes. Anthony Perrone is registered as an investment adviser representative in NY (CRD 8119756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pelkonen and Associates manage?
Pelkonen and Associates reports $293.3M across 906 accounts in assets under management.
How do I contact Anthony Perrone?
Through Anthony's website, ampwealthcare.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.