PM
Prashant N. Mandare
MINDFUL INVESTING LLC
MCKINNEY, TX
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CRD#: 7931425
PM
Professional summary
Prashant Nandkumar Mandare is a registered financial advisor currently at MINDFUL INVESTING LLC located in Mckinney, Texas.
Prashant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Prashant has worked at 1 firm and has passed the Series 65 exam.
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.
Employed as business director with Celanese Corporation since November 2022. Celanese is an American technology and specialty materials company based in Irving, Texas, that produces a wide range of products including chemicals, polymers, and advanced engineered materials. Address: 222 W Las Colinas Blvd. #900n, Irving, TX 75039 Duties: Responsible for managing P&L for Americas Emulsions Polymers business. Approximate time to other business: 70%
CRS (Client Relationship Summary) - RIA
Click below to view Prashant Nandkumar Mandare'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®
NoneExperience
Current
July 16, 2024 - Present
MINDFUL INVESTING LLC
RIA
CRD#: 331322
MCKINNEY, TX
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
Texas(7/16/2024)
Current Firm
MI
MINDFUL INVESTING LLC
MINDFUL INVESTING LLC
CRD#: 331322 / SEC#:
Texas
Registered Investment Advisory firm - (7/16/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mckinney, TX
Mailing Address
Phone number
(469) 269-9878
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 7,897,736 |
Red Flags
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