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NC

Nolan J. Cooney

PERIGON WEALTH MANAGEMENT
NEW YORK, NY 10122
CRD#: 8119762
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NC
Nolan Joseph CooneyPERIGON WEALTH MANAGEMENT

Professional summary

Nolan Joseph Cooney is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in New York, New York.

Nolan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nolan has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nolan Joseph Cooney'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

June 18, 2025 - Present

PERIGON WEALTH MANAGEMENT, LLC

Office #1: 14 Penn Plaza Ste 1316, New York, NY 10122
RIA
CRD#: 131037
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".
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS

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
New York
(6/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/13/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/19/2024
Securities Industry Essentials Examination

Current Firm

PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS

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 Accounts15,456
AUM (Assets Under Management)$ 8,714,418,958

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2026
Cover Page
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.

Company Information

PERIGON WEALTH MANAGEMENT, LLC

CRD#: 131037New York, NY 10122

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