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Financial ADVSR advisor directory · SEC adviser records

Perigon Wealth Management, LLC financial advisors in Syracuse, NY

Every SEC-registered investment adviser representative at a Perigon Wealth Management, LLC office in Syracuse, A to Z.

3 registered advisors work at Perigon Wealth Management, LLC in Syracuse, out of 85 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Perigon Wealth Management, LLC advisors in Syracuse, A to Z

Every Perigon Wealth Management, LLC advisor →

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

Perigon Wealth Management, LLC advisors in other cities

San Francisco, CA 52New York, NY 3Amherst, MA 2Boca Raton, FL 2Henderson, NV 2Rancho Santa Fe, CA 2Southfield, MI 2Asheville, NC 1Carlsbad, CA 1Cranbury, NJ 1Edison, NJ 1Ferndale, MI 1Greenfield, MA 1Heber City, UT 1Mission, TX 1

Other firms in Syracuse

All Syracuse advisors →

Equitable Advisors, LLC 61LPL Financial LLC 42Morgan Stanley 34RBC Capital Markets, LLC 33LPL Enterprise, LLC 27Wells Fargo Clearing Services, LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 21MML Investors Services, LLC 14Commonwealth Financial Network 12Rockbridge Investment Management, LLC 11Osaic Wealth, Inc. 10Lincoln Investment 9

Questions

How many financial advisors does Perigon Wealth Management, LLC have in Syracuse?

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

Is Perigon Wealth Management, LLC one of the largest advisor employers in Syracuse?

Perigon Wealth Management, LLC ranks number 28 in Syracuse by registered advisors; Equitable Advisors, LLC has the most, with 61.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.