DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Anthony Perillo
Feed of 09/14/2026
At current firm
14 y
since Jan 30, 2012
In the industry
40 y
since Apr 16, 1986 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Jan 30, 2012 · Short Hills, Nj
- Wells Fargo Advisors wirehouseNov 4, 2009 to Jan 26, 2012 · Short Hills, Nj
- World Advisory Services formerJul 30, 2009 to Nov 2, 2009 · Lincroft, Nj
- Td Wealth Management Services Inc. unclassifiedApr 4, 2006 to Aug 17, 2007 · Philadelphia, Pa
- Chase Investment Services Corp. formerMay 9, 2005 to Mar 31, 2006 · New York, Ny
- Banc Of America Investment Services, Inc. unclassifiedOct 20, 2004 to Mar 14, 2005 · Princeton, Nj
- Quick & Reilly, Inc. unclassifiedSep 17, 2002 to Oct 20, 2004 · Princeton, Nj
Moves
a registration end followed by a registration begin elsewhere
- World Advisory Services to Wells Fargo Advisorsleft Nov 2, 2009, registered Nov 4, 2009 (2 days) · Other
- Td Wealth Management Services Inc. to World Advisory Servicesleft Aug 17, 2007, registered Jul 30, 2009 (713 days) · Other
- Chase Investment Services Corp. to Td Wealth Management Services Inc.left Mar 31, 2006, registered Apr 4, 2006 (4 days) · Other
- Banc Of America Investment Services, Inc. to Chase Investment Services Corp.left Mar 14, 2005, registered May 9, 2005 (56 days) · Other
- Quick & Reilly, Inc. to Banc Of America Investment Services, Inc.left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address