Unclaimed Profile

Manish Maheshwari

THOMSON HORSTMANN & BRYANT INC·NORWALK, Connecticut

SIE, Series 7, Series 7TOCFAClean record6 years registeredTHOMSON HORSTMANN & BRYANT INC

501 MERRITT 7, NORWALK, CT 06851CRD# 5904328Firm CRD# 109139

Profile Verification

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

Identity

Manish Maheshwari · NORWALK, CT

Registration

CRD #5904328 · THOMSON HORSTMANN & BRYANT INC · 6 years registered

Brand Profile

Not yet started

Career History

WRIGHT INVESTORS SERVICE INC

Nov 2025 – present

WRIGHT PRIVATE ASSET MANAGEMENT LLC

Nov 2025 – present

THB ASSET MANAGEMENT

Nov 2019 – Mar 2021

NORWALK, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Registration record

First registered · November 22, 2019

Years registered · 6

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THOMSON HORSTMANN & BRYANT INC

CRD 109139 · SEC 801-54432

AUM

$606M

Regulatory assets under management

Employees

63 client accounts

Services offered by THOMSON HORSTMANN & BRYANT INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at THOMSON HORSTMANN & BRYANT INC →

Introduction

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Frequently Asked Questions

What services does Manish Maheshwari offer?

Manish Maheshwari specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NORWALK, Connecticut for a consultation.

What are Manish Maheshwari's credentials?

Manish Maheshwari holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Manish Maheshwari located?

Manish Maheshwari is based in NORWALK, Connecticut, working with THOMSON HORSTMANN & BRYANT INC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.

How does Manish Maheshwari charge for services?

Manish Maheshwari's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THOMSON HORSTMANN & BRYANT INC?

THOMSON HORSTMANN & BRYANT INC has approximately 14 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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