Vishaw Sondhi (CRD# 3046706) is an Investment Advisor Representative working at Tucker Asset Management LLC in Eastontown, NJ and has over 22 years of experience in the finance industry.
CRD# 6433575
J.p. Morgan Securities LLC
CRD# 1307441
Cetera Investment Advisers LLC
CRD# 5364612
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tucker Asset Management LLC | Littleton, CO | Nov 2022 - Current | 1 |
| The Leader's Group | Littleton, CO | Nov 2022 - Current | 1 |
| Integrated Financial Concepts LLC | Red Bank, NJ | Nov 2014 - Current | 9 |
| Vishaw Sondhi Cpa Pc | Eatontown, NJ | Jan 1992 - Current | 32 |
| Equity Services Inc. | Montpelier, VT | Dec 2015 - Nov 2022 | 6 |
| H.d. Vest Investment Services, Inc. | Eatontown, NJ | Jul 2002 - Dec 2015 | 13 |
| H.d. Vest Investment Services | Eatontown, NJ | Jul 2002 - Dec 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- NJ
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Total Assets Under Management476MILLIONS
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Total Number of Accounts6,427ACCOUNTS
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Average Account Value$74,137
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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