Beverly Mehta, financial advisor Boca Raton FL

Beverly Mehta

CRD Number: 4547193
Current Firm: Gladstone Wealth Partners

Beverly Mehta (CRD# 4547193) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Gladstone Wealth Partners Pottstown, PA Aug 2020 - Current 3
Lpl Financial Pottstown, PA Aug 2020 - Current 3
Unemployed Wayne, PA Mar 2020 - Aug 2020 < 1
Hartford Funds Distributors, LLC Wayne, PA Jan 2019 - Mar 2020 1
Hartford Funds Management Company, LLC Wayne, PA Jan 2019 - Mar 2020 1
Financial Engines Advisors, LLC Plymouth Meeting, PA Nov 2016 - Jan 2019 2
Tmfs Advisors, LLC East Norriton, PA Apr 2016 - Nov 2016 < 1
Financial Engines Advisor Center, LLC East Norriton, PA Apr 2016 - Nov 2016 < 1
The Mutual Fund Store East Norriton, PA Nov 2006 - Apr 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Beverly J. Mehta
Phone Number: (908)-719-1313
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,539
    MILLIONS
  • Total Number of Accounts
    14,947
    ACCOUNTS
  • Average Account Value
    $236,745
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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