Alexandra J. Quitko

PERIGON WEALTH MANAGEMENT

Boca Raton, FL 33486

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CRD#: 6154588

Professional summary

Alexandra Joy Quitko, who also goes by Alexandra Quitko, Alexandra Quitko Baranski, Lexi Quitko Baranski, is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in Boca Raton, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Boca Raton, Florida.

Alexandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Alexandra has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexandra Quitko | Alexandra Quitko Baranski | Lexi Quitko Baranski

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) Perigon Wealth Management, LLC. Investment-related. At registered location. RIA. Financial Advisor. Start date: 09/2021. 160 hrs/month; all during trading hours. Provide advice to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Joy Quitko'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®

None

Experience

Current

October 26, 2021 - Present

PERIGON WEALTH MANAGEMENT, LLC

Office #1: 5355 Town Center Road Suite 704, Boca Raton, FL 33486

RIA

CRD#: 131037

Boca Raton, FL

Current

July 12, 2023 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5355 Town Center Road Suite 204, Boca Raton, FL 33431

CRD#: 35747

Boca Raton, FL

Past

September 1, 2020 - August 5, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Aventura, FL

Past

October 9, 2019 - August 20, 2021

OMNIA FAMILY WEALTH, LLC

RIA

CRD#: 170909

AVENTURA, FL

Past

December 10, 2015 - September 21, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

NEW YORK, NY

Past

October 2, 2015 - September 21, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(10/26/2021)

Florida
(7/12/2023)

Michigan
(10/17/2025)

New Jersey
(9/30/2025)

IAR

Texas
(11/30/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/10/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2015

General Securities Representative Examination

SRO Registrations

FINRA

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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Advisor Monitoring

Firm Stability Insights

Alexandra J. Quitko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Joy Quitko's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

PURSHE KAPLAN STERLING INVESTMENTS

OMNIA FAMILY WEALTH, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

PERIGON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2015

SIE

Date: 9/21/2018

Series 7

Date: 10/2/2015

FINRA

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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