Anthony Lawrence Perna II
Investment Adviser Representative at FOUR Points Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anthony Lawrence Perna II is an investment adviser representative with FOUR Points Advisors, LLC in Milford, CT, where they have been registered since 2026. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 79 (investment banking). They are registered to provide investment advice in Connecticut and New York.
Registrations & licenses
- Investment adviser:
- Connecticut, New York
- Broker:
3 states and territories
Connecticut, New York, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Greenwich Advisory & CompanyJan 2024 – no end date reportedMilford, CT
- Deloitte & ToucheJun 2022 – Jan 2024Stamford, CT
- Brown Brothers HarrimanFeb 2022 – May 2022New York, NY
- NEW YORK UniversitySep 2018 – May 2022New York, NY
- UnemployedMay 2018 – Sep 2018Milford, CT
- Joseph A. Foran HIGH SchoolSep 2014 – May 2018Milford, CT
- FOUR Points AdvisorsJul 2026 – no end date reportedNew York, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FOUR Points Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000 (waivable)
- $0 - $2,000,0001.75%
- $2,000,001 - $5,000,0001.25%
- Over $5,000,0000.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, investment management (including individual stock selection, customized portfolio construction, and flagship momentum strategies), financial planning, and banking and lending solutions.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New York, NY
- SEC file number:
- 801-118971
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 27, 2026
View full firm profileOther advisors at FOUR Points Advisors, LLC
12 other advisors in the directory
Similar advisors in Milford, CT
Other advisors whose filed branch office is in the same city.
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched