Unclaimed Profile

Stephen Alan Colavito

PERIGON WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 6523 years registeredPERIGON WEALTH MANAGEMENT, LLC

201 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 2418662Firm CRD# 131037

Profile Verification

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

Identity

Stephen Alan Colavito · SAN FRANCISCO, CA

Registration

CRD #2418662 · PERIGON WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

A.G.P / ALLIANCE GLOBAL PARTNERS

Jun 2026 – present

A.G.P. / ALLIANCE GLOBAL PARTNERS

Jun 2026 – present

SAN BLAS ADVISORY, INC.

Jun 2023 – Jun 2026

Winter Park, FL

SB ADVISORY, LLC

May 2023 – Jun 2026

Winter Park, FL

PERIGON WEALTH MANAGEMENT, LLC

Dec 2021 – Jun 2023

Smyrna, GA

LAKEVIEW CAPITAL PARTNERS, LLC

Nov 2018 – Jan 2022

ATLANTA, GA

ASSET PRESERVATION ADVISORS INC

May 2018 – Jan 2019

ATLANTA, GA

OPPENHEIMER & CO. INC.

May 2012 – Nov 2015

ATLANTA, GA

BARCLAYS CAPITAL INC.

Apr 2010 – May 2012

ATLANTA, GA

DEUTSCHE BANK SECURITIES INC.

Jun 2008 – Apr 2010

ATLANTA, GA

BEAR, STEARNS & CO. INC.

Feb 2003 – Jun 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 24, 2003

Years registered · 23

Disclosure History

2012Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

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 Stephen Alan Colavito offer?

Stephen Alan Colavito specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Stephen Alan Colavito's credentials?

Stephen Alan Colavito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Alan Colavito located?

Stephen Alan Colavito 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 Stephen Alan Colavito charge for services?

Stephen Alan Colavito'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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