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Robert Blaney Sloan

Perigon Wealth Management, LLC

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About Robert Blaney Sloan

Robert Sloan is a financial advisor with over 30 years of experience in the industry. Robert currently works at Perigon Wealth Management, LLC, where he provides a wide range of financial advisory services, including financial planning, portfolio management, and pension consulting. Robert is registered with the state of Florida. Before joining Perigon Wealth Management, LLC, Robert was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Robert Sloan 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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Robert Sloan’s Registration & Firm History

FL

02/05/2020 - Present

Perigon Wealth Management, LLC (BOCA RATON FL)

NY

08/27/1990 - 04/23/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/19/1991

Series 3 - National Commodity Futures Examination

BC

Issued 08/23/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Blaney Sloan.
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