Shelley Diane Martin
Investment adviser representative at Perigon Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
$11.3BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Perigon Wealth Management, LLCFeb 2023 to now
- Purshe Kaplan Sterling InvestmentsFeb 2023 to now
- Pm Wealth Management, LLCFeb 2019 to Feb 2023
- Private Advisor Group, LLCJul 2016 to Feb 2019
- LPL Financial,LLCJun 2016 to Jan 2022
- Prager Metis Cpas, LLCDec 2004 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NY).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4486907
- Firm CRD
- 131037