Scott Dale Elisha

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

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:

Current Employers

Perigon Wealth Management, Llc

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2021-08-31

AZ RA
APPROVED

Since 2021-08-31

Branch Locations

Scottsdale, AZ • United States

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Perigon Wealth Management, Llc	Scottsdale	AZ	04/2014	Present

04/2014 → Present

Perigon Wealth Management, Llc

Scottsdale, AZ

Previous Registrations

2011-12-19 → 2014-03-31

Lombard Street Partners, Llc

Danville, CA
2010-05-25 → 2012-01-13

Stratifi, Llc

San Francisco, CA
2008-02-19 → 2009-12-31

Lombard Street Partners, Llc

Daville, CA

San Francisco, CA
2005-10-17 → 2008-01-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA

Walnut Creek, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-02-25
S65	Uniform Investment Adviser Law Examination	2005-10-14

S63 Uniform Securities Agent State Law Examination

2013-02-25
S65 Uniform Investment Adviser Law Examination

2005-10-14

View on SEC IAPD