Bart Richard Albrigo

Employer firm

Perennial Financial Services CRD 286477

$2.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 10/2018
  Beverly Hills Wealth Management, Llc
  Beverly Hills, CA
• 12/2016 → 06/2017
  Oak Shore Partners, Llc
  Beverly Hills, CA
• 10/2018 → Present
  Perennial Investment Advisors
  Los Angeles, CA

Previous Registrations

• 2012-03-06 → 2018-11-23
  Beverly Hills Wealth Management, Llc
  Beverly Hills, CA
  Beverly Hills, CA
• 2016-12-12 → 2017-06-21
  Oakshore Partners, Llc
  Beverly Hills, CA
• 2009-06-01 → 2012-02-03
  Morgan Stanley
  Peoria, AZ
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Surprise, AZ
  Beverly Hills, CA
• 1998-11-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Beverly Hls, CA
  Beverly Hills, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  1988-01-26