Stephanie
Hayes
Perigon Wealth Management, LLC
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About this Advisor
Stephanie Hayes is a financial advisor based in Nyack, New York, working with Perigon Wealth Management, LLC. Stephanie has previously held positions at Commonwealth Equity Svcs, LLC Dba Commonwealth Financial Network, Perigon Wealth Management, LLC, Commonwealth Financial Network, and Creative Financial Planning, Inc. Stephanie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Stephanie is part of Perigon Wealth Management, LLC, which operates out of Nyack, New York. The firm has 40 offices and 133 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perigon Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$6,940,945,795
133
11,428
$607,363
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
Stephanie Hayes Work History
Perigon Wealth Management, LLC
Commonwealth Equity Svcs, LLC Dba Commonwealth Financial Network
Creative Financial Planning, Inc
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of Stephanie Hayes 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
Amherst, MA
San Francisco, CA
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Scottsdale, AZ
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