Magdalena Doemeny

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CRD#: 5691909

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Magdalena Doemeny, CFP®, who also goes by Magdalena A Besser, Magdalena Ann Besser, Magdalena Besser, was a registered financial professional .

Magdalena is a previously registered financial professional and started their career in finance in 2012. Magdalena had worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Magdalena A Besser | Magdalena Ann Besser | Magdalena Besser

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.

Business name: Wealth In Hand Investment-related? Yes Address: 1717 Wellington Street, Oakland, CA 94602 Nature of business: registered investment adviser Position: Founder Start date: 05/2018 Hours a month spent on this business: 10 Hours a day spent on this business during trading hours: 10 Duties: Closing out the business and winding down services

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

RIA

CRD#: 107342

SAN MATEO, CA

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".

NERDWALLET ADVISORY

NERDWALLET ADVISORS | NERDWALLET ADVISORY, LLC | NERDWALLET ADVISORY LLC | NERDWALLET ADVISORY

CRD#: 325767 / SEC#: 801-127978

RIA

Registered Investment Advisory firm - (10/18/2023 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 2/23/2012

Uniform Investment Adviser Law Examination

Current Firm

NERDWALLET ADVISORY

NERDWALLET ADVISORS | NERDWALLET ADVISORY, LLC | NERDWALLET ADVISORY LLC | NERDWALLET ADVISORY

CRD#: 325767 / SEC#: 801-127978

RIA

Registered Investment Advisory firm - (10/18/2023 Approved)

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Contact information

Main Address

4150 N Drinkwater Blvd. Suite 200, Scottsdale, AZ 85251

Mailing Address

Phone number

(415) 549-8913

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NERDWALLET ADVISORY LLC_PART 2A (11/13/2025)

Red Flags

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

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Magdalena Doemeny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NERDWALLET ADVISORY

ORIGIN INVESTMENT ADVISORY LLC

WEALTH IN HAND, LLC

FUTUREADVISOR, INC.

FISHER INVESTMENTS

Primary Firm SEC Registration

NERDWALLET ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2012

Current Firm

NERDWALLET ADVISORY

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

NERDWALLET ADVISORY

TRUST BUT VERIFY

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