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Daniel Gerard Gwizdak

Perigon Wealth Management, LLC

San Francisco, CA

South Nyack, NY

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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-24
NY RA APPROVED 2024-06-21
  • TX RA
    APPROVED
    Since 2025-12-24
  • NY RA
    APPROVED
    Since 2024-06-21

Branch Locations

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

101 South Broadway, South Nyack, NY 10960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Equity Svcs, Llc Dba Commonwealth Financial Network South Nyack NY 11/2021 06/2024
Creative Financial Planning, Inc. South Nyack NY 11/2021 06/2024
Creative Financial Planning, Inc. South Nyack NY 06/2014 11/2021
Commonwealth Financial Network Waltham MA 06/2014 11/2021
Perigon Wealth Management, Llc South Nyack NY 06/2024 Present
  • 11/2021 → 06/2024
    Commonwealth Equity Svcs, Llc Dba Commonwealth Financial Network
    South Nyack, NY
  • 11/2021 → 06/2024
    Creative Financial Planning, Inc.
    South Nyack, NY
  • 06/2014 → 11/2021
    Creative Financial Planning, Inc.
    South Nyack, NY
  • 06/2014 → 11/2021
    Commonwealth Financial Network
    Waltham, MA
  • 06/2024 → Present
    Perigon Wealth Management, Llc
    South Nyack, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-01-04
  • S63 Uniform Securities Agent State Law Examination
    2008-01-04
Designations
Other Names
  • Dan Gwizdak

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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