Jacqueline DiSanto
Perennial · New York, New York
Jacqueline DiSanto is a fee-only financial advisor at Perennial in New York, New York. Perennial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Perennial |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $761.9M across 493 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8347724 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.perennial.com |
How Jacqueline's firm compares
- Perennial's average account is about $1.5 million, from its Form ADV (assets managed divided by 493 accounts).
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Questions about Jacqueline
Is Jacqueline DiSanto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacqueline holds no broker registration, and Perennial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacqueline charge for financial advice?
Jacqueline's firm, Perennial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacqueline DiSanto based?
Jacqueline DiSanto is based in New York, New York.
Is Jacqueline DiSanto registered with the SEC?
Yes. Jacqueline DiSanto is registered as an investment adviser representative in NY (CRD 8347724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Perennial manage?
Perennial reports $761.9M across 493 accounts in assets under management.
How do I contact Jacqueline DiSanto?
Through Jacqueline's website, www.perennial.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.
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