Vishaw Sondhi (CRD# 3046706) is an Investment Advisor Representative working at Tucker Asset Management LLC in Eastontown, NJ and has over 21 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tucker Asset Management LLC | Littleton, CO | Nov 2022 - Current | 1 |
| The Leader's Group | Littleton, CO | Nov 2022 - Current | 1 |
| Integrated Financial Concepts LLC | Red Bank, NJ | Nov 2014 - Current | 9 |
| Vishaw Sondhi Cpa Pc | Eatontown, NJ | Jan 1992 - Current | 32 |
| Equity Services Inc. | Montpelier, VT | Dec 2015 - Nov 2022 | 6 |
| H.d. Vest Investment Services, Inc. | Eatontown, NJ | Jul 2002 - Dec 2015 | 13 |
| H.d. Vest Investment Services | Eatontown, NJ | Jul 2002 - Dec 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- NJ
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Total Assets Under Management476MILLIONS
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Total Number of Accounts6,427ACCOUNTS
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Average Account Value$74,137
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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