Thayvi Ganeshalingam (CRD# 7304576) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dublin, CA and has over 2 years of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Dublin, CA | Oct 2020 - Current | 3 |
| Disneyland Resort | Anaheim, CA | Aug 2019 - Oct 2020 | 1 |
| Nicks Co Hospitality | Long Beach, CA | Sep 2017 - Sep 2020 | 3 |
| Skyloft | Laguna Beach, CA | Nov 2016 - Oct 2017 | < 1 |
| The Brew Brother's At Scioto Downs | Grove City, OH | Mar 2016 - Sep 2016 | < 1 |
| Silver Legacy Resort And Casino | Reno, CA | Aug 2014 - Mar 2016 | 1 |
| Pacific Catch | Dublin, CA | Nov 2015 - Feb 2016 | < 1 |
| Gnc (general Nutrition Center) | Reno, NV | Jan 2013 - May 2015 | 2 |
| University Of Nevada, Reno | Reno, NV | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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