Daniel Gerard Gwizdak
Investment adviser representative at Perigon Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.3BFirm assets
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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
12 years in the industry.
- Perigon Wealth Management, LLCJun 2024 to now
- Commonwealth Equity Svcs, LLC dba Commonwealth Financial NetworkNov 2021 to Jun 2024
- Creative Financial Planning, Inc.Jun 2014 to Jun 2024
- Commonwealth Financial NetworkJun 2014 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 5410071
- Firm CRD
- 131037