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Charles Bernard Pinson-rose

Perigon Wealth Management, LLC

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About Charles Bernard Pinson-rose

Charles Bernard Pinson-rose is an Investment Advisor Representative at Perigon Wealth Management, LLC. Charles has been working in the financial services industry since 2002. Charles is registered to provide investment advisory services in Nevada. Charles is a Chartered Financial Analyst. Charles has experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. Charles previously worked at NEUBERGER BERMAN, LLC and Standard & Poor's Financial LLC-McGraw Hill Financial Inc. Prior to that Charles worked at Perigon Wealth Management, LLC.

Firm Information

Charles Pinson-rose is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Pinson-rose’s Registration & Firm History

NV

09/29/2023 - Present

Perigon Wealth Management, LLC (Reno NV)

NY

05/17/2002 - 02/20/2007

NEUBERGER BERMAN, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Bernard Pinson-rose.
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