Robert N Hardwick

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

• 09/2014 → 09/2019
  Aljen Asset Management Llc
  Cedar Knolls, NJ
• 09/2019 → 01/2020
  Rlp Wealth Advisors, Llc
  Ridgewood, NJ
• 12/2019 → Present
  Perigon Wealth Management, Llc
  Ridgewood, NJ
• 11/2019 → 08/2022
  Lakeland Hills Family Ymca
  Mountain Lakes, NJ

Previous Registrations

• 2019-09-26 → 2020-01-17
  Rlp Wealth Advisors, Llc
  Ridgewood, NJ
• 2015-08-20 → 2019-10-03
  Aljen Asset Management Llc
  Cedar Knolls, NJ

Other Businesses

Licensed Insurance Agent. Not investment-related. 215 East Ridgewood Ave., Suite 205, Ridgewood, NJ 07450. Insurance Sales; Agent; 01/2015. Two hours per month. Zero hours per month during securities trading hours. Insurance sales and reviews.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-06

Designations

• Certified Financial Planner

Other Names

• Rob Hardwick
• Robert Hardwick
• Robert Nicholas Hardwick