AdvisorOS Directory
Claim Profile
JA

Jai Agarwal

DWIGHT SECURITIES MANAGEMENT LLC·SUNNY ISLES BEACH, Florida
Unclaimed Profile
16690 COLLINS AVE, SUNNY ISLES BEACH, FL 33160CRD# 6019081Firm CRD# 174984
01

About

Jai Agarwal is a registered financial advisor based in SUNNY ISLES BEACH, Florida, affiliated with DWIGHT SECURITIES MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DWIGHT SECURITIES MANAGEMENT LLC
DWIGHT SECURITIES MANAGEMENT LLC
AUM
$2.3B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at DWIGHT SECURITIES MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6019081
Firm CRD# 174984
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SUNNY ISLES BEACH?

Browse all registered financial advisors in SUNNY ISLES BEACH, Florida or claim this profile if it's yours.

Browse SUNNY ISLES BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jai Agarwal offer?
Jai Agarwal specializes in Retirement Planning. Contact their office in SUNNY ISLES BEACH, Florida for a consultation.
What are Jai Agarwal's credentials?
Jai Agarwal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jai Agarwal located?
Jai Agarwal is based in SUNNY ISLES BEACH, Florida, working with DWIGHT SECURITIES MANAGEMENT LLC. Their office serves clients in the SUNNY ISLES BEACH metropolitan area and surrounding communities.
How does Jai Agarwal charge for services?
Jai Agarwal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DWIGHT SECURITIES MANAGEMENT LLC?
DWIGHT SECURITIES MANAGEMENT LLC has approximately 26 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SUNNY ISLES BEACH
Nikola Pikula — PL3 CAPITAL LPIan Joseph Brekke — A FIN MANAGEMENT LLCPaul Shen — R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.Alberto Saba Ades — TAIKA CAPITAL, LPJorge Andre Betancourt Carreno — INVESTPLEX LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile