Bart Albrigo, financial advisor Los Angeles CA

Bart Albrigo

CRD Number: 1791615
Current Firm: Perennial Financial Services

Bart Albrigo (CRD# 1791615) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Perennial Investment Advisors Los Angeles, CA Oct 2018 - Current 2
Beverly Hills Wealth Management, LLC Beverly Hills, CA Jan 2012 - Oct 2018 6
Oak Shore Partners, LLC Beverly Hills, CA Dec 2016 - Jun 2017 < 1
Purshe Kaplan Sterling Investments Albany, NY Feb 2012 - Mar 2012 < 1
Morgan Stanley Smith Barney Surprise, AZ Jun 2009 - Jan 2012 2
Morgan Stanley & Company, Incorporated Beverly Hills, CA Apr 2007 - Jan 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bart R. Albrigo
Phone Number: 310-445-2504
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    518
    MILLIONS
  • Total Number of Accounts
    1,636
    ACCOUNTS
  • Average Account Value
    $316,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, ID, NV, NY, OR, SD, TX, UT, WA

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