Tanya S. Walliser
Professional summary
Tanya Shivdat Walliser, CFP®, who also goes by Tanya Sashi Shivdat, Tanya Shivdat, is a registered financial advisor currently at CONDOR CAPITAL WEALTH MANAGEMENT located in Mendham, New Jersey.
Tanya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Tanya has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tanya Shivdat Walliser's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
October 6, 2009 - Present
CONDOR CAPITAL WEALTH MANAGEMENT
Office #2: 1973 Washington Valley Road, Martinsville, NJ 08836-2053Primary Firm SEC Registration
CONDOR CAPITAL WEALTH MANAGEMENT
CRD#: 104920 / SEC#: 801-33145
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2009)
(12/1/2021)
Current Firm
CONDOR CAPITAL WEALTH MANAGEMENT
CRD#: 104920 / SEC#: 801-33145
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,216 |
| AUM (Assets Under Management) | $ 1,996,405,279 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 02/27/2025 | ||
| 10/26/2023 | ||
| 12/22/2022 |
Red Flags
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