CP
Chintu Pandya
GENERATION WEALTH MANAGEMENT
New York City, NY 10013
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CRD#: 8003180
CP
Professional summary
Chintu Pandya is a registered financial advisor currently at GENERATION WEALTH MANAGEMENT located in New York City, 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: 9 Mott Street Ste 601, New York City, NY 10013RIA
CRD#: 286111
New York City, 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)Upgrade to AdvisorCheck Premium
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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
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