Claiborne Perrilliat III

3223 8Th St. Suite 203

Metairie, LA

70002

Phone:

Email:

504-509-7586

Claiborne Perrilliat is Partner and Wealth Advisor with Stratos Wealth Partners. With more than 13 years of experience as a financial advisor, Claiborne specializes in helping individuals prepare for retirement, save for college and ensure their wealth transfers to the next generation. As an independent advisor, Claiborne has always focused on gaining a true understanding of a client’s needs and prides himself on offering an unparalleled level of service to his clients.

Prior to joining Stratos, Claiborne worked as a financial advisor with Hibernia Investment Securities, which was later acquired by Capital One Investing. While serving as a Vice President and Financial Advisor with Capital One Investing, Claiborne was consistently ranked as a top ten advisor and received numerous awards for both his productivity and commitment to his clients and colleagues. In his 13 years at Capital One, Claiborne ran a relationship based practice and grew his AUM to $155 million.

 

Claiborne currently holds his FINRA Series, 7, 63 through LPL Financial and Seires 66 through LPL and Stratos Wealth Partners, as well as his Life Insurance, Health Insurance and Annuity licenses. A New Orleans native, Claiborne graduated from Jesuit High School before attending the University of Georgia, where he graduated with a Bachelor of Business Administration, majoring in Banking and Finance. He and his wife, Carter, reside in Uptown New Orleans with their 4-year old son Cole and 3-year-old daughter Mae.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.