CW Advisors
47yrs
Top advisor by experience in New Hope
19yrs
Anna Perasso
Financial advisor at Cetera Investment Advisers
Anna Perasso has worked in the financial industry for 19 years and is a fiduciary financial advisor based in New Hope, Pennsylvania. After five years at Avantax Advisory Services and two years at HSBC Securities (usa), Anna joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 104 advisors with offices in New Hope, and one of 93 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 70% of advisors in New Hope
Office21 Hillside Ln, New Hope, PA 18938
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2020 – 2025Avantax Advisory ServicesPreviously
- Mar 2018 – Jan 2020HSBC Securities (usa) Inc.Previously
- Jun 2017 – Jan 2018J.P. Morgan Securities LLCPreviously
- 2013 – 2017
Contact Anna
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Anna. 21 Hillside LnNew Hope, PA 18938Office · Get directions
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Questions to ask Anna
Tailored to Anna’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Anna Perasso. Anna works from the New Hope, PA office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2008, about 19 years. More experience than 70% of advisors in New Hope.
What licenses does Anna hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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