Sidhant Nanda, financial advisor Bethesda MD

Sidhant Nanda

CRD Number: 4249397
Current Firm: Suntrust Advisory Services, Inc.

Sidhant Nanda (CRD# 4249397) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Bethesda, MD and has over 19 years of experience in the finance industry. Sidhant Nanda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 4
Suntrust Investment Services Atlanta, GA Oct 2012 - Current 8
Capital One Investment Services LLC Bethesda, MD May 2010 - Oct 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Sidhant K. Nanda
Phone Number: 404-827-6461
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    24,415
    MILLIONS
  • Total Number of Accounts
    52,588
    ACCOUNTS
  • Average Account Value
    $464,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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