Nolan Joseph Cooney
Investment adviser representative at Perigon Wealth Management, LLC
11 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
11 years in the industry.
- Perigon Wealth Management, LLCMar 2025 to now
- UnemployedAug 2024 to Feb 2025
- Tampa Bay BuccaneersAug 2024 to Aug 2024
- UnemployedNov 2023 to Jul 2024
- Arizona CardinalsJan 2023 to Oct 2023
- Arizona CardinalsNov 2022 to Nov 2022
- Indianapolis ColtsOct 2022 to Oct 2022
- Arizona CardinalsJan 2022 to Aug 2022
- UnemployedSep 2021 to Dec 2021
- New Orleans SaintsMay 2021 to Aug 2021
- Syracuse UniversityAug 2017 to May 2021
- StudentJun 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8119762
- Firm CRD
- 131037