Stephen
Colavito
Perigon Wealth Management, LLC
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About this Advisor
Stephen Colavito is a financial advisor based out of San Francisco, California who has 2 years of industry experience. Colavito currently works for Perigon Wealth Management, LLC. Throughout their career, Colavito has worked at Oppenheimer & Co. Inc, Perigon Wealth Management, LLC, Gerson Lehrman Group, Lakeview Capital Partners, LLC, Asset Preservation Advisors, Inc and Enverra Capital LLC. Colavito holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Perigon Wealth Management, LLC is a registered investment company based in San Francisco, CA. It has offices in 35 locations and a total of 98 financial advisors. It manages $5 billion in assets across its 9,185 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 9,185 customer accounts, 32% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a number 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. Financial management fee schedules largely are based on which service is provided. However, fee types charged by Perigon Wealth Management, LLC can include 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
Stephen Colavito Work History
Stephen has been registered as a financial advisor for 2 years.*
Perigon Wealth Management, LLC
Enverra Capital LLC
Gerson Lehrman Group
Lakeview Capital Partners, LLC
Asset Preservation Advisors, Inc
Oppenheimer & Co. Inc
*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 Stephen Colavito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perigon Wealth Management, LLC
San Francisco, CA
Irvine, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Atlanta, GA
San Francisco, CA
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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