Unclaimed Profile

Lindsay Hambleton Sturmak

PERIGON WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record25 years registeredPERIGON WEALTH MANAGEMENT, LLC

201 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 2875124Firm CRD# 131037

Profile Verification

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

Identity

Lindsay Hambleton Sturmak · SAN FRANCISCO, CA

Registration

CRD #2875124 · PERIGON WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Dec 2019 – present

RLP WEALTH ADVISORS, LLC

Jan 2018 – Jan 2020

Ridgewood, NJ

RLP WEALTH ADVISORS, LLC

Nov 2017 – Dec 2017

Ridgewood, NJ

BLUESKY INVESTMENT MANAGEMENT, LLC

Aug 2016 – Oct 2019

RIDGEWOOD, NJ

BLUESKY INVESTMENT MANAGEMENT, LLC

Jun 2015 – Dec 2016

RIDGEWOOD, NJ

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Nov 2005 – Nov 2017

RIDGEWOOD, NJ

WALNUT STREET SECURITIES, INC.

Nov 2003 – Nov 2005

NEW YORK, NY

WELLS FARGO INVESTMENTS, LLC

Aug 2001 – Aug 2002

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 13, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERIGON WEALTH MANAGEMENT, LLC

CRD 131037 · SEC 801-62988

AUM

$6.9B

Regulatory assets under management

Employees

137

11,428 client accounts

Services offered by PERIGON WEALTH MANAGEMENT, 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 PERIGON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lindsay Hambleton Sturmak offer?

Lindsay Hambleton Sturmak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Lindsay Hambleton Sturmak's credentials?

Lindsay Hambleton Sturmak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lindsay Hambleton Sturmak located?

Lindsay Hambleton Sturmak is based in SAN FRANCISCO, California, working with PERIGON WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Lindsay Hambleton Sturmak charge for services?

Lindsay Hambleton Sturmak'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 PERIGON WEALTH MANAGEMENT, LLC?

PERIGON WEALTH MANAGEMENT, LLC has approximately 137 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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