David Joseph Perrotto

20 Years of Experience

2 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Silver Oak Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

8,671 clients

Average Client Portfolio

$234K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:None

Location

1630 Empire Blvd, Suite 100, Webster, NY, 14580

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2024

Settled

Employment Separation After Allegations

December 2011

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David is an advisor for Perrotto Private Wealth, an investment advisor representative for Bright Futures Wealth Management, and sells fixed insurance with various companies, dedicating a few hours per week. He also works for Legal Shield, Covantage, NAIFA NY, and Infamous Whiskey.

Employment History

Current Registrations

Silver Oak Securities, IncorporatedBroker

November 2025 - Present · 3 mos

Bright Futures Wealth Management, LLC

August 2021 - Present · 4 yrs 6 mos

Previous Registrations

Cetera Investment Advisers LLC

March 2024 - November 2025 · 1 yr 8 mos

Cetera Advisors LLC

March 2021 - March 2024 · 3 yrs

Cetera Advisors LLC

March 2012 - December 2013 · 1 yr 9 mos

Cetera Advisors LLCBroker

March 2012 - November 2025 · 13 yrs 8 mos

Chase Investment Services CORP.

December 2010 - December 2011 · 1 yr

Chase Investment Services CORP.Broker

September 2009 - December 2011 · 2 yrs 3 mos

Gunnallen Financial, INCBroker

August 2005 - September 2009 · 4 yrs 1 mo

State Registrations3 states

FLNJNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.