Nandita Das, financial advisor Newark DE

Nandita Das

CRD Number: 6652717
Current Firm: Das Financial Health

Nandita Das (CRD# 6652717) is an Investment Advisor Representative working at Das Financial Health in Newark, DE and has over 5 years of experience in the finance industry. Nandita Das 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
Envision Wealth Planning, Inc. Chicago, IL Mar 2019 - Current 2
Das Financial Health, LLC Newark, NH Mar 2018 - Current 3
Delaware State University Dover, DE Aug 2010 - Current 11
Das Financial Health, LLC Newark, DE Mar 2018 - Mar 2019 1
Independent Insurance Agent Dover, DE Aug 2016 - Mar 2019 2
Waddell And Reed, Inc. Wilmington, DE Jun 2016 - Sep 2017 1
Hfh Planning New York, NY May 2015 - Apr 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2016
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for Nandita Das
Phone Number: 570-947-3444
Registered State(s):
  • DE
Current Firm Details
Das Financial Health
Firm's CRD Number: 311615
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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