Nilay Gandhi, financial advisor Malvern PA
96 score

Nilay Gandhi

CRD Number: 5404134
Current Firm: Vanguard Advisers Inc.

Nilay Gandhi (CRD# 5404134) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 10 years of experience in the finance industry. Nilay Gandhi 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
The Vanguard Group Inc. Malvern, PA Nov 2007 - Current 10
Kumud C Gandhi, Cpa Garnet Valley, PA Nov 2007 - Current 10
Unemployed West Chester, PA Aug 2007 - Nov 2007 < 1
Kumud C Gandhi, Cpa Chadds Ford, PA Jul 2007 - Nov 2007 < 1
Giant Food Store Carlisle, PA Jan 1990 - Aug 2007 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
Contact Info for Nilay Gandhi
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • AZ
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • 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
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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