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Nandita Das

Nandita Das

INSIGHT FINANCIAL STRATEGISTS
Newark, DE
Some features on this profile are disabled
CRD#: 6652717
Nandita Das

Professional summary

Nandita Das, CFP®, who also goes by Nandita Saha, is a registered financial advisor currently at INSIGHT FINANCIAL STRATEGISTS located in Newark, Delaware.

Nandita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nandita has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nandita Saha

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.
DELAWARE STATE UNIVERSITY / NON INVESTMENT RELATED / DOVER DE / EDUCATION / PROFESSOR / AUG 2010/ 120 HOURS PER MONTH / 80 DURING TRADING HOURS DAS FINANCIAL HEALTH / INVESTMENT RELATED / NEWARK DE / REGISTERED INVESTMENT ADVISOR / SEP 2021/ 40 HOURS PER MONTH / 40 DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nandita Das's 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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

May 13, 2024 - Present

INSIGHT FINANCIAL STRATEGISTS

RIA
CRD#: 165125
Newark, DE
Past

January 19, 2022 - October 5, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
NEWARK, DE
Past

September 21, 2021 - November 8, 2024

DAS FINANCIAL HEALTH

RIA
CRD#: 311615
NEWARK, DE
Past

April 23, 2019 - October 16, 2020

ENVISION WEALTH PLANNING INC.

RIA
CRD#: 298672
NEWARK, DE
Past

March 2, 2018 - March 18, 2019

DAS FINANCIAL HEALTH, LLC

RIA
CRD#: 291340
NEWARK, DE
Past

July 26, 2016 - September 12, 2017

WADDELL & REED

RIA
CRD#: 866
YARDLEY, PA
Past

June 27, 2016 - September 12, 2017

WADDELL & REED

BD
CRD#: 866
YARDLEY, PA

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
Delaware
(5/13/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/26/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/11/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/12/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/24/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

INSIGHT FINANCIAL STRATEGISTS
INSIGHT FINANCIAL STRATEGISTS
INSIGHT FINANCIAL STRATEGISTS | INSIGHT FINANCIAL STRATEGISTS, LLC

CRD#: 165125 / SEC#:

Delaware
Registered Investment Advisory firm - (5/13/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (6/5/2014 Approved)
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Contact information

Main Address
29 Crafts Street Suite 420, Newton, MA 02458
Mailing Address
Phone number
(781) 489-3994
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts62
AUM (Assets Under Management)$ 25,401,042

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
TexasERA - Withdrawn3/27/2017

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.

Company Information

INSIGHT FINANCIAL STRATEGISTS

INSIGHT FINANCIAL STRATEGISTS

CRD#: 165125Newark, DE

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