Unclaimed Profile

Sheetal Shyam Bagde

COGNIZANT WEALTH ADVISORS, LLC·PALO ALTO, California

SIE, Series 7, Series 66CFPClean record12 years registeredCOGNIZANT WEALTH ADVISORS, LLC

530 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 6296533Firm CRD# 162374

Profile Verification

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

Identity

Sheetal Shyam Bagde · PALO ALTO, CA

Registration

CRD #6296533 · COGNIZANT WEALTH ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Feb 2023 – present

COGNIZANT WEALTH ADVISORS

Mar 2018 – Mar 2023

PALO ALTO, CA

B|O|S

May 2017 – Feb 2018

San Francisco, CA

BUCKINGHAM STRATEGIC WEALTH

Dec 2014 – Apr 2017

PALO ALTO, CA

UBS FINANCIAL SERVICES INC.

Apr 2014 – Oct 2014

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 9, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COGNIZANT WEALTH ADVISORS, LLC

CRD 162374 · SEC 801-122365

AUM

$97M

Regulatory assets under management

Employees

143 client accounts

Services offered by COGNIZANT WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COGNIZANT WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sheetal Shyam Bagde offer?

Sheetal Shyam Bagde specializes in Financial Planning, Investment Management. Contact their office in PALO ALTO, California for a consultation.

What are Sheetal Shyam Bagde's credentials?

Sheetal Shyam Bagde holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sheetal Shyam Bagde located?

Sheetal Shyam Bagde is based in PALO ALTO, California, working with COGNIZANT WEALTH ADVISORS, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Sheetal Shyam Bagde charge for services?

Sheetal Shyam Bagde's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COGNIZANT WEALTH ADVISORS, LLC?

COGNIZANT WEALTH ADVISORS, LLC has approximately 2 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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