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Nurdin Hasambhai Jesani

NEIL JESANI WEALTH MANAGEMENT, LLC·SUNRISE, Florida
Series 6, Series 7, Series 63Clean record3 years registeredNEIL JESANI WEALTH MANAGEMENT, LLC
1301 INTERNATIONAL PARKWAY, SUNRISE, FL 33323CRD# 4457536Firm CRD# 322345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nurdin Hasambhai Jesani · SUNRISE, FL
Registration
CRD #4457536 · NEIL JESANI WEALTH MANAGEMENT, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

NEIL JESANI WEALTH MANAGEMENT
Sep 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · September 26, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEIL JESANI WEALTH MANAGEMENT, LLC
CRD 322345 · SEC 801-131785
AUM
$103M
Regulatory assets under management
Employees
5
186 client accounts
Services offered by NEIL JESANI WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEIL JESANI WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Nurdin Hasambhai Jesani offer?
Nurdin Hasambhai Jesani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUNRISE, Florida for a consultation.
What are Nurdin Hasambhai Jesani's credentials?
Nurdin Hasambhai Jesani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nurdin Hasambhai Jesani located?
Nurdin Hasambhai Jesani is based in SUNRISE, Florida, working with NEIL JESANI WEALTH MANAGEMENT, LLC. Their office serves clients in the SUNRISE metropolitan area and surrounding communities.
How does Nurdin Hasambhai Jesani charge for services?
Nurdin Hasambhai Jesani's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEIL JESANI WEALTH MANAGEMENT, LLC?
NEIL JESANI WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
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Research
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