Adil Masani, financial advisor West Chester PA

Adil Masani

CRD Number: 2225799
Current Firm: Masani Wealth Management, LLC

Adil Masani (CRD# 2225799) is an Investment Advisor Representative working at Masani Wealth Management, LLC in West Chester, PA and has over 31 years of experience in the finance industry. Adil Masani 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
Masani Wealth Management, LLC West Chester, PA Jan 2014 - Current 10
Masani Wealth Management, LLC West Chester, PA Sep 2010 - Current 13
Gradient Securities, LLC Arden Hills, MN Jan 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Adil R. Masani
Phone Number: 484-887-8011
Registered State(s):
  • NJ
  • PA
  • TX
Current Firm Details
Masani Wealth Management, LLC
Firm's CRD Number: 169666
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $195,215
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
Types of Clients
Registered States

NJ, PA, TX

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