Drew
Marchitello
Perigon Wealth Management, LLC
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About this Advisor
Drew Marchitello is a financial advisor working in Pinellas Park, Florida with 1 year of industry experience. Marchitello is on the advisory team at Perigon Wealth Management, LLC. Marchitello has gained experience at J.P. Morgan Securities LLC and Perigon Wealth Management, LLC. Marchitello maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Perigon Wealth Management, LLC is a financial advisory firm headquartered in San Francisco, CA. The company has offices in 35 locations and a total of 98 advisors. It has $5 billion in total assets among its 9,185 client accounts, placing it among the largest firms in the country by assets under management. The firm advises five charitable organizations. Of its 9,185 customer accounts, 32% belong to high-net-worth investors who have greater than $1 million in investable assets. Perigon Wealth Management, LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is offered. However, fee types charged by Perigon Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$4,830,369,323
98
9,185
$525,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Drew Marchitello Work History
Drew has been registered as a financial advisor for 1 years.*
Perigon Wealth Management, LLC
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Drew Marchitello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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