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Scott Allen Yi

Perigon Wealth Management, LLC

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About Scott Allen Yi

Scott Allen Yi is a financial advisor at Perigon Wealth Management, LLC. Scott has over 10 years of experience in the financial industry. Scott holds the Series 7 and Series 66 licenses and is a Chartered Financial Analyst. Scott's previous employers include Stiefel, Nicolaus & Company, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott is registered in California and Texas. Scott provides financial planning, pension consulting, and portfolio management for businesses and individuals. In addition to securities sales, Scott is also an insurance agent.

Firm Information

Scott Yi 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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Scott Yi’s Registration & Firm History

CA

06/19/2017 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

CA

10/29/2012 - 05/24/2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED (MONTEREY CA)

CA

08/04/2005 - 10/30/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)

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Licenses & Designations

BOTH

Issued 08/19/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Scott Allen Yi. Review regulatory record here.
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