Gurpreet BediCRD Number: 6915553
Current Firm: Kalamata Asset Management LLC
Gurpreet Bedi (CRD# 6915553) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Kalamata Asset Management, LLC||Bethesda, MD||Oct 2016 - Current||6|
|Kalamata Capital, LLC||Bethesda, MD||Jul 2015 - Oct 2016||1|
|Treliant Risk Advisors||Washington, DC||Jan 2015 - Oct 2015||< 1|
|Domino's||Fairfax, VA||Jul 2014 - Jul 2015||1|
|Virginia Commonwealth University||Richmond, VA||Sep 2010 - May 2014||3|
|Travelers Insurance||Richmond, VA||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management163MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$81,621,266
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.