Scott Elisha (CRD# 1826761) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
CRD# 3228403
Sand Hill Global Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, LLC | Scottsdale, AZ | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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