Meet Your Team
Stephen J. Perrone
(experience 41 years)
Steve started his financial career in 1980 with Merrill Lynch and completed their highly coveted training program. He remained with Merrill as an account executive for seven years. After that Steve founded Northeast Securities, Inc. in 1989 and served as CEO for 27 year until he sold his firm in 2017.
Steve is heavily licensed in the financial services industry with the following securities designations:
Series 4 General Options Principal
Series 7 General Securities Representative
Series 15 General Foreign Currency Principal
Series 24 General Securities Principal
Series 27 Financial and Operational Principal
Series 53 Municipal Securities Principal
Series 63 Uniform Securities Agent State Law Exam
New York State Life and Health
Steve served as President of the Long Island Broker Dealer Association which had over one hundred members. He kept this position for two years. This position helped other financial professionals deal with complex industry issues. Steve also served for two years on the NASD Nomination Committee which gave a voice to small broker dealers.
Before starting his financial career, Steve graduated from Arizona State University in 1978 with a Bachelor's of Science degree in marketing.
Most importantly, Steve loves being a grandfather. Along with spending time with his grandchildren, he enjoys bass fishing and golfing. Steve has taught Sunday School for children for over 10 years and served as an elder at his church for five years.
(experience 13 years)
A graduate of Western Maryland college,
Steve Perrone began his career on the floor of the
New York Stock Exchange.
After that he spent nearly a decade working at Fidelity Investments with high net worth individuals. Now serving as the President of Brixton Capital Wealth Advisors, Steve is utilizing his entrepreneurial spirit and enjoying the freedom to work more closely with his clients to serve their individual needs.
(experience 6 years)
John began his career in May of 2015, after he received his MBA in Finance from Long Island University.
While studying the financial markets, John realized his simple goal:
Build long-standing relationships by providing unbiased advice. He is a firm believer that having a sound, disciplined financial plan is the single most important way to reach clients’ financial goals, and he has surrounded himself with the tools, resources, and technology needed to do so.
Vice President of Investments & Senior Portfolio Manager
(experience 34 years)
Bill has been in the financial services industry for over thirty years. He has navigated through the likes of the 1987 stock market crash and recession of 2008. Based on individual client needs, Bill is able to help his clients reach their financial goals utilizing technical and fundamental research.
Bill believes a long term plan is the best way to help his clients reach their goals.
Registered Investment Advisor Representative
Florida 2-15: Life and Health Agent
Florida Real Estate Sales Associate License
Prior to starting his financial career Bill graduated from the University of Florida with a Bachelors of Science Degree in Business Administration/Finance.
In his free time Bill enjoys working out, watching the
NFL - Buccaneers, Giants & Jets,
NHL - Lightning and Blue Ridge Mountains of
Western North Carolina.
(experience 7 years)
Dan has been in the financial services industry since 2014,
first with Steve at Northeast Securities, Inc.
as Director of Mutual Fund Operations and now with
Brixton Capital Wealth Advisors.
He assists with compliance, marketing and accounting.
He is a graduate from Wheaton College (Illinois) and Trinity Evangelical Divinity School (Illinois), and in addition to his work here, he pastors a church on Long Island and serves as chaplain of New Hyde Park Fire Department.