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Kristina Schurrath Regan

Perigon Wealth Management, LLC

New London, NH

San Francisco, CA

CRD 3139778

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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
NH RA APPROVED 2024-08-14
  • NH RA
    APPROVED
    Since 2024-08-14

Branch Locations

468 Main Street, New London, NH 03257 • United States

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
Credit Sights New York NY 03/2015 09/2020
Carlson Investments Concord NH 10/2020 01/2024
Perigon Wealth Management, Llc New London NH 02/2024 Present
Previous Registrations
  • 2020-10-01 → 2024-01-16
    Carlson Investments
    Concord, NH
  • 2013-11-18 → 2015-03-02
    Taylor, Cottrill Llc
    New London, NH
  • 2004-02-26 → 2005-11-28
    Hutchens Investment Management Inc
    New London, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-18
  • S65 Uniform Investment Adviser Law Examination
    2013-11-18
Other Names
  • Kristina Schurrath
  • Kristina C Schurrath

View on SEC IAPD

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Nearby Offices

BENJAMIN F. EDWARDS & COMPANY, INC. · NEW LONDON, NH
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