Ishan Kapoor, financial advisor White Plains NY
90 score

Ishan Kapoor

CRD Number: 6156108
Current Firm: Wells Fargo Advisors, LLC

Ishan Kapoor (CRD# 6156108) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in White Plains, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Garden City Park, NY Jan 2013 - Current 3
Wells Fargo Bank Na Garden City Park, NY Mar 2011 - Current 5
Balaji Enterprises Inc. Old Bethpage, NY Mar 2010 - Mar 2011 1
Ips Enterprises Inc. Old Bethpage, NY Jan 2008 - Mar 2010 2
Farmingdale State College Farmingdale, NY Sep 2008 - Sep 2009 1
Liu C.w. Post Brookville, NY Sep 2007 - Sep 2008 1
Unemployed Old Bethpage, NY Jan 2003 - Sep 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
Contact Info for Ishan Kapoor
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
90
Clean Record
This advisor has a clean track record with regulators.

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