linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sheetal Shyam Bagde

Perigon Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sheetal? Claim Your Profile

About Sheetal Shyam Bagde

Sheetal Shyam Bagde is a financial advisor registered with Perigon Wealth Management, LLC. Sheetal is licensed in California, and has a strong background in the financial services industry. Sheetal is also a Certified Financial Planner. Sheetal has worked with UBS Financial Services Inc. and Buckingham Strategic Wealth. Sheetal works primarily with high-net-worth individuals, corporations and pension and profit-sharing plans.

Firm Information

Sheetal Bagde 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sheetal Bagde’s Registration & Firm History

CA

02/01/2023 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

CA

03/24/2014 - 10/31/2014

UBS FINANCIAL SERVICES INC. (PALO ALTO CA)

Not sure if Sheetal Shyam Bagde is right for you?

Licenses & Designations

BOTH

Issued 04/08/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sheetal Shyam Bagde.
Not sure if Sheetal Shyam Bagde is right for you?