CP
Chintu Pandya
GENERATION WEALTH MANAGEMENT
GREAT NECK, NY 11021
CRD#: 8003180
Some features on this profile are disabled
CP
Chintu PandyaGENERATION WEALTH MANAGEMENT
Professional summary
Chintu Pandya is a registered financial advisor currently at GENERATION WEALTH MANAGEMENT located in Great Neck, New York.
Chintu is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Chintu 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Chintu Pandya'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
December 6, 2024 - Present
GENERATION WEALTH MANAGEMENT
Office #1: 31 Cary Rd, Great Neck, NY 11021RIA
CRD#: 286111
GREAT NECK, NY
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
New York(12/6/2024)
Exams
Current Firm
GW
GENERATION WEALTH MANAGEMENT
GENERATION WEALTH MANAGEMENT | GENERATION WEALTH MANAGEMENT, LLC
CRD#: 286111 / SEC#:
New Jersey
Registered Investment Advisory firm - (1/13/2020 Approved)New York
Registered Investment Advisory firm - (1/3/2017 Approved)Loading...
Contact information
Main Address
9 Mott Street Ste 601, New York City, NY 10013
Mailing Address
Phone number
(646) 632-2237
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 3,228,000 |
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.
