Sheetal Shyam Bagde

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

• 12/2014 → 03/2017
  Buckingham Strategic Wealth
  Palo Alto, CA
• 05/2017 → 03/2018
  Bingham, Osborn, & Scarborough, Llc
  San Francisco, CA
• 03/2018 → 03/2023
  Cognizant Wealth Advisors, Llc
  Palo Alto, CA
• 02/2023 → Present
  Perigon Wealth Management, Llc D/B/A Cognizant Wealth Advisors
  Palo Alto, CA

Previous Registrations

• 2018-03-19 → 2023-03-03
  Cognizant Wealth Advisors
  Palo Alto, CA
• 2017-05-04 → 2018-02-02
  B|O|S
  San Francisco, CA
• 2014-12-10 → 2017-04-20
  Buckingham Strategic Wealth, Llc
  Palo Alto, CA
  St Louis, MO
• 2014-04-09 → 2014-10-31
  Ubs Financial Services Inc.
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-04-08

Designations

• Certified Financial Planner

Other Names

• Sheetal Bagde