Amit S. Khandwala

WRIGHT INVESTORS SERVICE

Shelton, CT 06484

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CRD#: 2794288

Professional summary

Amit Sharadchandra Khandwala, CFA is a registered financial advisor currently at WRIGHT INVESTORS SERVICE INC located in Shelton, Connecticut and WRIGHT PRIVATE ASSET MANAGEMENT LLC located in Shelton, Connecticut.

Amit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Amit has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amit Sharadchandra Khandwala's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

February 25, 1997 - Present

WRIGHT INVESTORS SERVICE INC

Office #1: 2 Corporate Drive Suite 770, Shelton, CT 06484

RIA

CRD#: 106302

Shelton, CT

Current

April 1, 2014 - Present

WRIGHT PRIVATE ASSET MANAGEMENT LLC

Office #1: 2 Corporate Drive Suite 770, Shelton, CT 06484

RIA

CRD#: 139570

Shelton, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WRIGHT INVESTORS SERVICE INC

CRD#: 106302 / SEC#: 801-51257

RIA

Registered Investment Advisory firm - (2/23/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(2/25/1997)

IAR

Florida
(2/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/22/1996

Uniform Investment Adviser Law Examination

Current Firm

WRIGHT INVESTORS SERVICE INC

CRD#: 106302 / SEC#: 801-51257

RIA

Registered Investment Advisory firm - (2/23/1996 Approved)

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Contact information

Main Address

2 Corporate Drive Suite 770, Shelton, CT 06484

Mailing Address

Phone number

(203) 783-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 17 25 WIS ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,286
AUM (Assets Under Management)	$ 1,237,999,777

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Amit S. Khandwala

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amit Sharadchandra Khandwala's CRS (Customer Relationship Summary).

Certified licenses

Experience

WRIGHT INVESTORS SERVICE INC

WRIGHT PRIVATE ASSET MANAGEMENT LLC

Primary Firm SEC Registration

WRIGHT INVESTORS SERVICE INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/1996

Current Firm

WRIGHT INVESTORS SERVICE INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WRIGHT INVESTORS SERVICE INC

TRUST BUT VERIFY

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