Unclaimed Profile

Bart Richard Albrigo

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California

Series 3, Series 7, Series 63, Series 6527 years registeredPERENNIAL INVESTMENT ADVISORS, LLC

11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 1791615Firm CRD# 286477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bart Richard Albrigo · LOS ANGELES, CA

Registration

CRD #1791615 · PERENNIAL INVESTMENT ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

PERENNIAL FINANCIAL SERVICES

Nov 2018 – present

OAKSHORE PARTNERS, LLC

Dec 2016 – Jun 2017

BEVERLY HILLS, CA

BEVERLY HILLS WEALTH MANAGEMENT, LLC

Mar 2012 – Nov 2018

BEVERLY HILLS, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Feb 2012

SURPRISE, AZ

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

SURPRISE, AZ

MORGAN STANLEY

Nov 1998 – Apr 2007

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · November 2, 1998

Years registered · 27

Disclosure History

2012Employment Separation After Allegations

2004Customer Dispute·Settled

1997Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PERENNIAL INVESTMENT ADVISORS, LLC

CRD 286477 · SEC 801-110619

AUM

$1.5B

Regulatory assets under management

Employees

2,590 client accounts

Services offered by PERENNIAL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERENNIAL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bart Richard Albrigo offer?

Bart Richard Albrigo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Bart Richard Albrigo's credentials?

Bart Richard Albrigo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bart Richard Albrigo located?

Bart Richard Albrigo is based in LOS ANGELES, California, working with PERENNIAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Bart Richard Albrigo charge for services?

Bart Richard Albrigo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERENNIAL INVESTMENT ADVISORS, LLC?

PERENNIAL INVESTMENT ADVISORS, LLC has approximately 34 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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