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Shalima Sadrudin Bhaidani

NEIL JESANI WEALTH MANAGEMENT, LLC·SUNRISE, Florida
Clean recordNEIL JESANI WEALTH MANAGEMENT, LLC
1301 INTERNATIONAL PARKWAY, SUNRISE, FL 33323CRD# 5695764Firm CRD# 322345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shalima Sadrudin Bhaidani · SUNRISE, FL
Registration
CRD #5695764 · NEIL JESANI WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shalima Sadrudin Bhaidani is a registered financial advisor based in SUNRISE, Florida, affiliated with NEIL JESANI WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NEIL JESANI WEALTH MANAGEMENT, LLC
NEIL JESANI WEALTH MANAGEMENT
AUM
$103M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NEIL JESANI WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5695764
Firm CRD# 322345
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shalima Sadrudin Bhaidani offer?
Shalima Sadrudin Bhaidani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUNRISE, Florida for a consultation.
What are Shalima Sadrudin Bhaidani's credentials?
Shalima Sadrudin Bhaidani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shalima Sadrudin Bhaidani located?
Shalima Sadrudin Bhaidani 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 Shalima Sadrudin Bhaidani charge for services?
Shalima Sadrudin Bhaidani'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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SUNRISE, FL

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