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Amit Sharadchandra Khandwala

WRIGHT PRIVATE ASSET MANAGEMENT LLC·SHELTON, Connecticut
Series 65Clean record29 years registeredWRIGHT PRIVATE ASSET MANAGEMENT LLC
2 CORPORATE DRIVE, SHELTON, CT 06484CRD# 2794288Firm CRD# 139570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amit Sharadchandra Khandwala · SHELTON, CT
Registration
CRD #2794288 · WRIGHT PRIVATE ASSET MANAGEMENT LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

WRIGHT PRIVATE ASSET MANAGEMENT LLC
Apr 2014 – present
WRIGHT INVESTORS SERVICE INC
Feb 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 25, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570 · SEC 801-66231
AUM
$61M
Regulatory assets under management
Employees
18
88 client accounts
Services offered by WRIGHT PRIVATE ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WRIGHT PRIVATE ASSET MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Amit Sharadchandra Khandwala offer?
Amit Sharadchandra Khandwala specializes in Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.
What are Amit Sharadchandra Khandwala's credentials?
Amit Sharadchandra Khandwala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amit Sharadchandra Khandwala located?
Amit Sharadchandra Khandwala is based in SHELTON, Connecticut, working with WRIGHT PRIVATE ASSET MANAGEMENT LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Amit Sharadchandra Khandwala charge for services?
Amit Sharadchandra Khandwala'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 WRIGHT PRIVATE ASSET MANAGEMENT LLC?
WRIGHT PRIVATE ASSET MANAGEMENT LLC has approximately 18 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WRIGHT PRIVATE ASSET MANAGEMENT LLC

Mello Anthony Ewoud Van Daalen
SHELTON, CT
Peter Morse Donovan
GREENWICH, CT

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