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Kenneth Michael Quarnaccio

Perigon Wealth Management, LLC

San Francisco, CA

Edison, NJ

CRD 5625092

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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
TX RA APPROVED_RES 2026-01-02
NJ RA APPROVED 2025-10-07
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • 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

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
Triad Advisors Inc Norcross GA 12/2010 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
  • 12/2010 → 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
  • 2014-10-09 → 2025-12-09
    Gitterman Wealth Management, Llc
    Edison, NJ
Other Businesses

1) Simplicity Group; (Main office in Woodbury, NY) Non-Investment related; Insurance Sales; 10/1/2025; Time spent during regular business hours - 5%; Compensated with Commissions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-16
  • S66 Uniform Combined State Law Examination
    2012-12-16

View on SEC IAPD

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