Lindsay Sturmak (CRD# 2875124) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Ridgewood, NJ and has over 26 years of experience in the finance industry. Lindsay Sturmak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, LLC | Ridgewood, NJ | Oct 2019 - Current | 4 |
| Rlp Wealth Advisors LLC | New York, NY | Oct 2003 - Dec 2019 | 16 |
| Bluesky Investment Management | Ridgewood, NJ | Aug 2016 - Oct 2019 | 3 |
| Imst Distributors, LLC | Ridgewood, NJ | Jan 2019 - Apr 2019 | < 1 |
| National Planning Corporation | New York, NY | Nov 2005 - Oct 2017 | 11 |
| Rlp Sustainable Strategies, LLC | Ridgewood, NJ | May 2015 - Aug 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2000 |
- NJ
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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