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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Richard Albrigo is an investment advisor representative currently registered with Perennial Financial Services. Bart has over 30 years of experience in the financial services industry, starting with Lehman Brothers in 1988. Bart has experience with Morgan Stanley, Smith Barney, and Purshe Kaplan Sterling Investments before joining Perennial Financial Services. Bart specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Bart is registered to provide investment advice in Arizona, California, and Texas. Bart holds a Series 3, 7, 63, and 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/30/2023 - Present
Perennial Financial Services (LOS ANGELES CA)
CA
02/13/2012 - 03/09/2012
PURSHE KAPLAN STERLING INVESTMENTS (BEVERLY HILLS CA)
AZ
06/01/2009 - 02/03/2012
MORGAN STANLEY SMITH BARNEY (SURPRISE AZ)
AZ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SURPRISE AZ)
CA
03/19/1998 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
NY
12/12/1990 - 03/13/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
01/20/1988 - 12/13/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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