DL
DL

Dermott Gabriel Larkin

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
722 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$965.5M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Burlingame, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cypress Wealth Services, LLC
April 2025 - Present · 10 mos
Previous Registrations
Perigon Wealth Management, LLC
August 2018 - April 2025 · 6 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.