Gaurish Dalvi (CRD# 6300951) is an Investment Advisor Representative working at Dalvi Investment Funds, LLC in Alameda, CA and has over 10 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Juniper Networks, Inc. | Sunnyvale, CA | Jan 2020 - Current | 4 |
| Dalvi Investment Funds, LLC | Campbell, CA | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$206,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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