Edmond Sukalic is a registered investment advisor, based in San Francisco, CA, with 6 years of industry experience.
Location
201 Mission Street, Suite 1825, San Francisco, CA, 94105
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edmond is involved in several business activities, including his investment advisory business with Perigon, tax preparation/accounting through Dinami Partners, and insurance sales. He also works as an investment advisor representative for Perigon and a registered representative with PKS Financial, spending a few hours per week on the latter.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Perigon Wealth Management, LLC
Previous Registrations
Pm Wealth Management, LLC
LPL Financial LLCBroker
State Registrations3 states
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