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Shelley Diane Martin

Perigon Wealth Management, LLC

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About Shelley Diane Martin

Shelley Diane Martin is an investment advisor representative with Perigon Wealth Management, LLC. Shelley Martin has been in the industry for over 20 years. Shelley Martin has a Series 7, Series 63, and SIE license. Shelley Martin is registered with the state of New York and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.

Firm Information

Shelley Martin 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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Shelley Martin’s Registration & Firm History

CA

03/09/2023 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

NY

05/03/2023 - 11/13/2023

PURSHE KAPLAN STERLING INVESTMENTS (New York NY)

NY

07/18/2016 - 01/14/2022

LPL FINANCIAL LLC (NEW YORK NY)

MN

01/11/2012 - 10/14/2015

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

NY

09/02/2005 - 01/13/2012

WILBANKS SECURITIES, INC. (NEW YORK NY)

NY

02/01/2002 - 01/31/2005

PARK AVENUE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shelley Diane Martin.
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