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Anthony Lawrence Perna II

Investment Adviser Representative at FOUR POINTS ADVISORS, LLC

Milford, CTCRD #7902553Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
3 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
ConnecticutNew YorkWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/2/2024
Series 79
Investment Banking Registered Representative Examination
Passed 10/1/2024
Series 7
General Securities Representative Examination
Passed 4/25/2024
SIE
Securities Industry Essentials Examination
Passed 2/16/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $2,000,0001.75%
$2,000,001 - $5,000,0001.25%
Over $5,000,0000.00%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

FOUR Points Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FOUR POINTS ADVISORS, LLCCurrent
7/27/2026Milford, CT
FOUR POINTS CAPITAL PARTNERS LLCCurrent
4/25/2024Milford, CT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FOUR POINTS ADVISORS, LLC

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View FOUR POINTS ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Lawrence Perna II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Anthony Lawrence Perna II - Financial Advisor in Milford, CT | AdvisorFinder