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RIA / WealthAdvisor38 years in industry

BART RICHARD ALBRIGO

Advisor at PERENNIAL FINANCIAL SERVICES

Litchfield Park, AZ | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:b5702ab1-eadb-1eff-94bb-342f6b64906c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 2, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERENNIAL FINANCIAL SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 26, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 26, 1988
First registration: Nov 2, 1998
Dual registered: no
IAPD individual key: 1791615

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERENNIAL FINANCIAL SERVICES	Independent wealth	Jan 30, 2023	n/a	yes	LOS ANGELES, CA\|Litchfield Park, AZ	Current employment
OAKSHORE PARTNERS, LLC	Former SEC adviser	Dec 12, 2016	Jun 21, 2017	no	BEVERLY HILLS, CA	Previous registration
BEVERLY HILLS WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 6, 2012	Nov 23, 2018	no	BEVERLY HILLS, CA\|BEVERLY HILLS, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 3, 2012	no	PEORIA, AZ	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	SURPRISE, AZ\|BEVERLY HILLS, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 2, 1998	Apr 2, 2007	no	BEVERLY HLS, CA\|BEVERLY HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEVERLY HILLS WEALTH MANAGEMENT, LLC	OAKSHORE PARTNERS, LLC	Nov 23, 2018	Dec 12, 2016	-711	Firm change after gap	Other
OAKSHORE PARTNERS, LLC	PERENNIAL FINANCIAL SERVICES	Jun 21, 2017	Jan 30, 2023	2,049	Firm change after gap	Other
MORGAN STANLEY	BEVERLY HILLS WEALTH MANAGEMENT, LLC	Feb 3, 2012	Mar 6, 2012	32	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (6)

→ PERENNIAL FINANCIAL SERVICESRegistered adviserregistration: current employment
Jan 30, 2023 to presentfactForm ADV
→ BEVERLY HILLS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 6, 2012 to Nov 23, 2018factForm ADV
→ OAKSHORE PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 12, 2016 to Jun 21, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 3, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 2, 1998 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.