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Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-07
  • NJ RA
    APPROVED
    Since 2025-10-07

Branch Locations

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

379 Thornall Street 2Nd Floor, Edison, NJ 08837 • United States

Disclosures

1 disclosure category 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Inc Norcross GA 05/2010 06/2017
Gitterman Wealth Management, Llc Edison NJ 08/2014 Present
Vanderbilt Securities, Llc Woodbury NY 06/2017 Present
Perigon Wealth Management, Llc Edison NJ 10/2025 Present
  • 05/2010 → 06/2017
    Triad Advisors Inc
    Norcross, GA
  • 08/2014 → Present
    Gitterman Wealth Management, Llc
    Edison, NJ
  • 06/2017 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 10/2025 → Present
    Edison, NJ
Previous Registrations
  • 2010-05-14 → 2025-12-09
    Gitterman Wealth Management, Llc
    Edison, NJ
  • 2010-05-05 → 2010-05-05
    Triad Advisors Llc
    Woodbridge, NJ
    Edison, NJ
  • 2003-04-16 → 2010-05-05
    Voya Financial Partners, Llc
    Woodbridge, NJ
    Woodbridge, NJ
Other Businesses

1-VANDERBILT INSURANCE; Not Investment related. Start date: 01/01/2023. Address; 379 Thornall Street 6th Flr, Edison NJ, 08837. Title: Sales. Duties: Insurance Sales. Time spent during regular hours: 5%. 2-CONGREGATION BETH ISRAEL FOUNDATION; Investment related. Start date: 01/01/2023. Address; 18 Shalom Way, Scotch Plains New Jersey, 07076. Title: Financial Manager. Duties: Manage investments, cash flow, and participate on committee to distribute annual grants. Time spent during regular hours: 0%. 3- BRANDEIS UNIVERSITY ALUMNI ASSOCIATION - Not Investment related. Start date: 01/01/2023. Address; 415 South Ave, Waltham MA, 02453. Title: Member at Large. Duties: Representing Alumni Board at association meetings and functions, as recognized spokesperson and ambassador for the association. Attend meetings, identify, recruit, involve alumni. Time spent during regular hours: 0%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-06
  • S66 Uniform Combined State Law Examination
    2000-09-06
Other Names
  • Eli Rauch
  • Elias S Rauch

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