Adil R. Masani
Professional summary
Adil Rustom Masani, CFP®, ChFC®, CLU® is a registered financial advisor currently at MASANI WEALTH MANAGEMENT, LLC located in West Chester, Pennsylvania.
Adil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Adil has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adil Rustom Masani's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
January 29, 2014 - Present
MASANI WEALTH MANAGEMENT, LLC
January 29, 2014 - June 13, 2014
GRADIENT SECURITIES, LLC
June 19, 2009 - January 28, 2014
LPL FINANCIAL LLC
June 12, 2009 - January 28, 2014
LPL FINANCIAL LLC
January 1, 2008 - June 15, 2009
WELLS FARGO CLEARING SERVICES, LLC
July 10, 2006 - January 3, 2008
A. G. EDWARDS & SONS, INC.
April 7, 2005 - July 11, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 22, 2004 - July 11, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 13, 1998 - September 13, 2004
VANGUARD MARKETING CORPORATION
July 9, 1992 - October 9, 1998
METROPOLITAN LIFE INSURANCE COMPANY
July 9, 1992 - October 9, 1998
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/10/2014)
(1/31/2014)
(1/29/2014)
Exams
Current Firm
MASANI WEALTH MANAGEMENT, LLC
CRD#: 169666 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 210 |
| AUM (Assets Under Management) | $ 48,100,000 |
Red Flags
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