Nilesh Nanavati (CRD# 4650299) is an Investment Advisor Representative working at Strong Bridge Advisors LLC in Fair Lawn, NJ and has over 19 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strong Bridge Advisors LLC | San Francisco, CA | Jun 2011 - Current | 12 |
| Financial Technology Solutions LLC | New York, NY | May 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
- CA
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$594,715
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
CA, TX
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