Brandon David Perlow
Investment Adviser Representative at ABLE Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon David Perlow is an investment adviser representative with ABLE Financial Group, LLC in Scottsdale, AZ, where they have been registered since 2023. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Wells Fargo Advisors Financial Network, LLC and Prudential Financial Planning Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
16 states and territories
Arizona, California, Connecticut, District of Columbia, Florida, Idaho, Illinois, Maryland, Michigan, Minnesota, Nevada, New York, Oregon, Texas, Utah, Virginia
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2018 – Jul 2019Scottsdale, AZ
- UnemployedJan 2018 – Feb 2018Scottsdale, AZ
- Walking Tree Travel LLCMay 2016 – Dec 2017Denver, CO
- BANK OF America, N.A.May 2018 – Jul 2019Scottsdale, AZ
- Pruco Securities LLCAug 2019 – Dec 2021Phoenix, AZ
- Wells Fargo Advisors Financial Network, LLCJan 2022 – Jan 2023Scottsdale, AZ
- ABLE Financial Group, LLCJan 2023 – no end date reportedScottsdale, AZ
- Private Client Services, LLCJan 2023 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ABLE Financial Group, 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
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- First $750,0001.50%
- Next $750,000 to $1,500,0001.25%
- Next $1,500,001 to $5,000,0001.10%
- Next $5,000,001 to $15,000,0001.00%
+1 more tiers on the firm profile
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, business succession planning, education planning, investment management, retirement plan solutions for small businesses, cash flow planning, executive compensation strategies, legacy and charitable giving strategies, and special needs and family planning
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-127165
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at ABLE Financial Group, LLC
8 other advisors in the directory
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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. Brandon David Perlow 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.
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