A complete list of active advisors currently associated with SD Perron & Co. Investment Services

Warmer can help you find a great advisor at SD Perron & Co. Investment Services or one who fits your needs even better.

SD Perron & Co. Investment Services, Inc. provides personalized, confidential financial planning and investment management, including asset management, consultations and hourly financial consulting. The firm’s brochure states it advises individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Investment advice is delivered on a fee-only basis and the firm disclaims selling commissioned products; clients retain custodial control while the adviser may trade under a limited power of attorney. The firm describes a strategic, core-and-satellite approach that uses passive index funds and ETFs as core holdings, complemented by selectively chosen active funds, documented in client investment policy statements and reviewed at least quarterly. The brochure notes a broader client mix than is typical for many independent advisers, including pension/profit-sharing plans, charitable organizations and corporate or business entities, and describes referral and third-party advisor arrangements. It also discloses participation with FOLIOfn and that the principal offers part‑time bookkeeping and computer-tutoring/web-design services to non‑advisory clients, which are ancillary activities called out in the disclosure.

To learn more about the advisors currently working at SD Perron & Co. Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Perron	Hypoluxo, FL	28

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