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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Perigon Wealth Management, LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Perigon Wealth Management, LLC office in New York, by city and A to Z.

The short answer

7 registered advisors work at Perigon Wealth Management, LLC in New York, out of 85 nationwide; it's the firm's number 2 state by advisors, and the most are in New York (3). 0 list the CFP designation and 2 are also registered broker representatives.

Perigon Wealth Management, LLC advisors by city in New York

Every firm in New York →

New York 3Syracuse 3South Nyack 1

Perigon Wealth Management, LLC advisors in New York, A to Z

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Perigon Wealth Management, LLC advisors in every state →Perigon Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Perigon Wealth Management, LLC in other states

California 56Massachusetts 3Michigan 3New Jersey 3Nevada 3

Questions

How many Perigon Wealth Management, LLC financial advisors are in New York?

7 investment adviser representatives are registered at Perigon Wealth Management, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 85 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in New York does Perigon Wealth Management, LLC have the most advisors?

New York, with 3, then Syracuse (3). Perigon Wealth Management, LLC has advisors in 3 cities in New York.

How do I check a Perigon Wealth Management, LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Perigon Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.