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AM

Alisha G. Manekshaw

FINANCIAL INTEGRITY ADVISORS
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 7875407
AM

Professional summary


Alisha Gev Manekshaw, who also goes by Alisha Jimmy Sethna, is a registered financial advisor currently at FINANCIAL INTEGRITY ADVISORS, LLC located in Philadelphia, Pennsylvania.

Alisha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alisha has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alisha Jimmy Sethna

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.
Financial Integrity Resource Management, LLC; Senior Investment Analyst; Philadelphia, PA; 10/2023; 128 per month; 128 during securities trading.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alisha Gev Manekshaw'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®
None

Experience


Current

March 11, 2024 - Present

FINANCIAL INTEGRITY ADVISORS, LLC

Office #1: 1800 Jfk Boulevard Suite 300, Philadelphia, PA 19103
RIA
CRD#: 130458
Philadelphia, PA

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".
FI
FINANCIAL INTEGRITY ADVISORS, LLC
FINANCIAL INTEGRITY ADVISORS, LLC | NORTHPOINT FINANCIAL PLANNING | FINANCIAL INTEGRITY RESOURCES MANAGEMENT, LLC ("FIRM")

CRD#: 130458 / SEC#: 801-127951

RIA
Registered Investment Advisory firm - (6/1/2023 Approved)
Ohio
Registered Investment Advisory firm - (12/8/2014 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/7/2023 Terminated)

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
Pennsylvania
(3/11/2024)

Exams


Current Firm


FI
FINANCIAL INTEGRITY ADVISORS, LLC
FINANCIAL INTEGRITY ADVISORS, LLC | NORTHPOINT FINANCIAL PLANNING | FINANCIAL INTEGRITY RESOURCES MANAGEMENT, LLC ("FIRM")

CRD#: 130458 / SEC#: 801-127951

RIA
Registered Investment Advisory firm - (6/1/2023 Approved)
Ohio
Registered Investment Advisory firm - (12/8/2014 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/7/2023 Terminated)
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Contact information


Main Address
1800 Jfk Boulevard Suite 300, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 557-7622
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (4/22/2025)

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 3,523,888,102

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


FINANCIAL INTEGRITY ADVISORS, LLC

CRD#: 130458Philadelphia, PA 19103

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