Mayank B. Madhavani
NEYA CAPITAL
Palmdale, CA 93551
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CRD#: 7693236
Professional summary
Mayank Bhagwandas Madhavani, CFP® is a registered financial advisor currently at NEYA CAPITAL located in Palmdale, California.
Mayank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mayank has worked at 1 firm .
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.
(1) 2018-Present: Burkey Cox Evans & Bradford Accountancy Corp./Not Investment Related/Palmdale, CA/CPA Firm/Manager & Partner/Involves up to 160 hours or more per month, including during traditional business hours.//(2) Mayank Madhavani, CPA, A Professional Corporation/Not Investment Related/Palmdale, CA/Personal Holding Company/Director/Entity formed for personal income processing purposes. Does not involve clients./Involves less than five percent time each month, typically after traditional business hours//.
CRS (Client Relationship Summary) - RIA
Click below to view Mayank Bhagwandas Madhavani'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®
Start date: 2022
Experience
Current
March 17, 2023 - Present
NEYA CAPITAL
Office #1: 1058 W. Ave. M-14 Suite B, Palmdale, CA 93551RIA
CRD#: 325185
Palmdale, CA
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
California(3/17/2023)
Exams
Current Firm
NC
NEYA CAPITAL
NEYA CAPITAL | NEYA CAPITAL MANAGEMENT, LLC
CRD#: 325185 / SEC#:
California
Registered Investment Advisory firm - (3/17/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1058 W. Ave. M-14 Suite B, Palmdale, CA 93551
Mailing Address
Phone number
(661) 267-2005
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 2,013,505 |
Red Flags
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