Gabe Michael Wolosky

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

• 01/1976 → Present
  Prager Metis Cpas, Llc
  New York, NY
• 12/2022 → Present
  Perigon Wealth Management, Llc
  New York, NY
• 11/2021 → 12/2022
  Pm Wealth Management, Llc
  New York, NY

Previous Registrations

• 2021-11-10 → 2022-12-19
  Pm Wealth Management, Llc
  New York, NY

Other Businesses

1. Prager Metis CPAs, LLC; Not Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY, 10122; Accounting firm; Partner; Start 01/1976; 120 hours/month, all during securities trading hours; duties include tax and accounting services. 2. Trusts; Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY; Trusts; Trustee; Start 01/1987; 10 hours/month, all during securities trading hours; co-trustee on nine client trust accounts. 3. Gabe M. Wolosky, Attorney at Law; Not Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY, 10122; Legal; Attorney; Start 01/1991; 2 hours/month, 2 hours/month not during securities trading hours; duties include legal consulting services. 4. Franco-London Music Publishing, Corp.; Not Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY, 10122; Music publisher; Board Member; Start 01/2015; 3-5 hours/month; 3/5 hours/month not during securities trading hours; duties include general executive functions. 5. Plaza Sweet Music, Inc; Not Investment-Related; 14 Penn Plaza, 18th Floor, New York, NY, 10122; Music publisher; Board Member; Start 01/2015; 3-5 hours/month; 3/5 hours/month not during securities trading hours; duties include general executive functions.

Designations

• Personal Financial Specialist

Other Names

• Gabe M. Wolosky
• Gabe Wolosky