Alexandra Joy Quitko
Investment adviser representative at Perigon Wealth Management, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Jul 2023 to now
- Perigon Wealth Management, LLCSep 2021 to now
- Purshe Kaplan Sterling InvestmentsSep 2020 to Aug 2021
- Omnia Family Wealth, LLCSep 2019 to Aug 2021
- Geller AdvisorsOct 2018 to Jun 2019
- J.P. Morgan Securities LLCJul 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6154588
- Firm CRD
- 131037