Andrea M. Hamilton

PERIGON WEALTH MANAGEMENT

Walnut Creek, CA 94596

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CRD#: 5447666

Professional summary

Andrea Marguerite Hamilton, CFP® is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in Walnut Creek, California.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Andrea has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 11/03/2010: OTHER - WORDS OF GOLD - NOT INVESTMENT RELATED - BUSINESS WRITING, RESEARCH AND EDITORIAL SERVICES ON CONTRACT BASIS. - 0-5HRS/WEEL (NOT DURING TRADING HOURS)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Marguerite Hamilton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

August 19, 2020 - Present

PERIGON WEALTH MANAGEMENT, LLC

Office #1: 1990 North California Blvd. Suite 612, Walnut Creek, CA 94596Office #2: 201 Mission Street Suite 1825, San Francisco, CA 94105

RIA

CRD#: 131037

Walnut Creek, CA

Past

April 1, 2015 - December 31, 2020

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

EL CERRITO, CA

Past

January 3, 2013 - March 31, 2015

PROTECTED INVESTORS OF AMERICA

RIA

CRD#: 6082

SAN FRANCISCO, CA

Past

January 2, 2013 - March 31, 2015

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

SAN FRANCISCO, CA

Past

February 4, 2011 - May 11, 2011

BALLOU PLUM WEALTH ADVISORS LLC

RIA

CRD#: 135837

LAFAYETTE, CA

Past

November 4, 2010 - December 31, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

ALAMEDA, CA

Past

November 3, 2010 - December 31, 2012

LPL FINANCIAL LLC

CRD#: 6413

ALAMEDA, CA

Past

April 23, 2008 - November 8, 2010

WADDELL & REED

RIA

CRD#: 866

CONCORD, CA

Past

February 27, 2008 - November 8, 2010

WADDELL & REED

CRD#: 866

CONCORD, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERIGON WEALTH MANAGEMENT, LLC

CRD#: 131037 / SEC#: 801-62988

RIA

Registered Investment Advisory firm - (4/7/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/19/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/22/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/26/2008

General Securities Representative Examination

Current Firm

PERIGON WEALTH MANAGEMENT, LLC

CRD#: 131037 / SEC#: 801-62988

RIA

Registered Investment Advisory firm - (4/7/2004 Approved)

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Contact information

Main Address

201 Mission Street Suite 1825, San Francisco, CA 94105

Mailing Address

Phone number

(877) 977-2555

Established

Firm type

Fiscal year end

# of Employees

141

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PERIGON WRAP FEE PROGRAM BROCHURE (3/28/2025)

PERIGON DISCLOSURE BROCHURE AND PRIVACY POLICY (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15,456
AUM (Assets Under Management)	$ 8,714,418,958

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2024	Cover Page	Report
10/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Andrea M. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Marguerite Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

PROTECTED INVESTORS OF AMERICA

PROTECTED INVESTORS OF AMERICA

BALLOU PLUM WEALTH ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

PERIGON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/22/2008

SIE

Date: 3/31/2015

Series 7

Date: 2/26/2008

Current Firm

PERIGON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PERIGON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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