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Tanya Shivdat Walliser

CONDOR CAPITAL MANAGEMENT·MARTINSVILLE, New Jersey
Series 65Clean record16 years registeredCONDOR CAPITAL MANAGEMENT
1973 WASHINGTON VALLEY ROAD, MARTINSVILLE, NJ 08836-2053CRD# 5256129Firm CRD# 104920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tanya Shivdat Walliser · MARTINSVILLE, NJ
Registration
CRD #5256129 · CONDOR CAPITAL MANAGEMENT · 16 years registered
Brand Profile
Not yet started
01

Career History

CONDOR CAPITAL WEALTH MANAGEMENT
Oct 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 6, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONDOR CAPITAL MANAGEMENT
CRD 104920 · SEC 801-33145
AUM
$1.7B
Regulatory assets under management
Employees
26
3,981 client accounts
Services offered by CONDOR CAPITAL MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONDOR CAPITAL MANAGEMENT →
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05

Frequently Asked Questions

What services does Tanya Shivdat Walliser offer?
Tanya Shivdat Walliser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARTINSVILLE, New Jersey for a consultation.
What are Tanya Shivdat Walliser's credentials?
Tanya Shivdat Walliser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tanya Shivdat Walliser located?
Tanya Shivdat Walliser is based in MARTINSVILLE, New Jersey, working with CONDOR CAPITAL MANAGEMENT. Their office serves clients in the MARTINSVILLE metropolitan area and surrounding communities.
How does Tanya Shivdat Walliser charge for services?
Tanya Shivdat Walliser's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONDOR CAPITAL MANAGEMENT?
CONDOR CAPITAL MANAGEMENT has approximately 26 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONDOR CAPITAL MANAGEMENT

Jeanette Lucas
MARTINSVILLE, NJ
Michael Robert Walliser
MARTINSVILLE, NJ
Kenneth Paul Schapiro
MARTINSVILLE, NJ

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