Benjamin L Covar

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 07/2012 → 12/2024
  Bank Of America, N.A.
  Columbia, SC
• 01/2025 → Present
  Perigon Wealth Management, Llc
  West Columbia, SC

Previous Registrations

• 2012-05-25 → 2024-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 2009-06-01 → 2010-07-22
  Morgan Stanley
  Augusta, GA
• 2009-01-26 → 2009-06-01
  Citigroup Global Markets Inc.
  Augusta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-22
• S63 Uniform Securities Agent State Law Examination
  2006-07-20

Designations

• Chartered Financial Analyst

Other Names

• Benjamin Covar
• Benjamin Lou Covar