Milind Dalal, financial advisor San Jose CA

Milind Dalal

CRD Number: 2368965
Current Firm: Clarity Wealth Advisors

Milind Dalal (CRD# 2368965) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2013 - Current 10
Clarity Wealth Advisors San Jose, CA Oct 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination May 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Milind P. Dalal
Phone Number: 408-560-3220
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    404
    MILLIONS
  • Total Number of Accounts
    1,235
    ACCOUNTS
  • Average Account Value
    $326,882
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, OR, TX

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