Alexandra Quitko is a registered investment advisor, based in San Francisco, CA, with 9 years of industry experience.
Location
201 Mission Street, Suite 1825, San Francisco, CA, 94105
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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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Alexandra works full-time as a financial advisor at Perigon Wealth Management, LLC, providing advice to clients. This activity is investment-related and takes place at a registered location.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2023 - Present · 2 yrs 9 mos
Perigon Wealth Management, LLC
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2020 - August 2021 · 11 mos
Omnia Family Wealth, LLC
October 2019 - August 2021 · 1 yr 10 mos
J.P. Morgan Securities LLC
December 2015 - September 2018 · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2015 - September 2018 · 2 yrs 11 mos
State Registrations4 states
FLMINJTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.