Unclaimed Profile

Amita (nmn) Mehta

SQN INVESTORS LP·MENLO PARK, California

Clean recordSQN INVESTORS LP

1300 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 6632125Firm CRD# 171505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amita (nmn) Mehta · MENLO PARK, CA

Registration

CRD #6632125 · SQN INVESTORS LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amita (nmn) Mehta is a registered financial advisor based in MENLO PARK, California, affiliated with SQN INVESTORS LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SQN INVESTORS LP

AUM

$279M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at SQN INVESTORS LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: PERFORMANCED BASED PROFIT ALLOCATION

Regulatory

SEC/IARD CRD# 6632125

Firm CRD# 171505

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amita (nmn) Mehta offer?

Amita (nmn) Mehta specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Amita (nmn) Mehta's credentials?

Amita (nmn) Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amita (nmn) Mehta located?

Amita (nmn) Mehta is based in MENLO PARK, California, working with SQN INVESTORS LP. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Amita (nmn) Mehta charge for services?

Amita (nmn) Mehta's firm is compensated through percentage of aum, other: performanced based profit allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SQN INVESTORS LP?

SQN INVESTORS LP is a registered investment adviser with the SEC, managing $279M in regulatory assets under management. See their Form ADV for full details.

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