Medha Nadgir, financial advisor Newton MA
89 score

Medha Nadgir

CRD Number: 5302003
Current Firm: Beacon Pointe Wealth Advisors, LLC

Medha Nadgir (CRD# 5302003) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in Newton, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Wealth Advisors, LLC Newport Beach, CA Sep 2015 - Current 1
Tpw Financial, Inc. Newton, MA Jan 2012 - Sep 2015 3
Precise Dental Care Shrewsbury, MA Sep 2010 - Feb 2012 1
Student Boston, MA Nov 2009 - Sep 2010 < 1
David Witherbee & Associates Concord, MA Feb 2007 - Nov 2009 2
H&r Block Northborough, MA Jan 2007 - Apr 2007 < 1
Not Employed Northborough, MA Oct 2003 - Jan 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Medha A. Nadgir
Phone Number: 949-718-1600
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,414
    MILLIONS
  • Total Number of Accounts
    4,909
    ACCOUNTS
  • Average Account Value
    $288,119
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, MA, ME, MN, MT, ND, NE, NH, NV, PA, SD, TX, VT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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