Scott Perron
SD Perron & CO. Investment Services · Hypoluxo, Florida
Scott Perron is a fee-only financial advisor at SD Perron & CO. Investment Services in Hypoluxo, Florida. SD Perron & CO. Investment Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | SD Perron & CO. Investment Services |
|---|---|
| Based in | Hypoluxo, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.8M across 17 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2457230 |
| Exams passed | Series 63 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Scott's firm compares
- SD Perron & CO. Investment Services's average account is about $106,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Scott
Is Scott Perron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and SD Perron & CO. Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, SD Perron & CO. Investment Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Scott Perron based?
Scott Perron is based in Hypoluxo, Florida.
Is Scott Perron registered with the SEC?
Yes. Scott Perron is registered as an investment adviser representative in FL (CRD 2457230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SD Perron & CO. Investment Services manage?
SD Perron & CO. Investment Services reports $1.8M across 17 accounts in assets under management.
How do I contact Scott Perron?
Contact details aren't on file yet. Search for SD Perron & CO. Investment Services.
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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