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Alexander Mitchell Lazieh

Perigon Wealth Management, LLC

San Francisco, CA

CRD 6952930

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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

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

Branch Locations

201 Mission Street Suite 1825, San Francisco, CA 94105 • 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
Corrigan Financial Inc. Middletown RI 01/2018 09/2021
Dunbar Armored Smithfield RI 05/2016 02/2017
Salve Regina University Newport RI 08/2012 05/2016
Unemployed North Providence RI 02/2017 01/2018
Rzh Advisors Llc Stamford CT 09/2021 09/2025
Perigon Wealth Management, Llc Norwalk CT 09/2025 Present
  • 01/2018 → 09/2021
    Corrigan Financial Inc.
    Middletown, RI
  • 05/2016 → 02/2017
    Dunbar Armored
    Smithfield, RI
  • 08/2012 → 05/2016
    Salve Regina University
    Newport, RI
  • 02/2017 → 01/2018
    Unemployed
    North Providence, RI
  • 09/2021 → 09/2025
    Stamford, CT
  • 09/2025 → Present
    Norwalk, CT
Previous Registrations
  • 2021-10-04 → 2025-09-22
    Stamford, CT
  • 2018-05-26 → 2021-09-23
    Corrigan Financial Inc
    Middletown, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-26
  • S65 Uniform Investment Adviser Law Examination
    2018-05-26

View on SEC IAPD

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