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Nilesh Roy Saldanha

VAN CLEEF, JORDAN, AND WOOD, INC.·BRONXVILLE, New York
Clean recordVAN CLEEF, JORDAN, AND WOOD, INC.
2 PARK PLACE, BRONXVILLE, NY 10708CRD# 5411484Firm CRD# 126636

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nilesh Roy Saldanha · BRONXVILLE, NY
Registration
CRD #5411484 · VAN CLEEF, JORDAN, AND WOOD, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nilesh Roy Saldanha is a registered financial advisor based in BRONXVILLE, New York, affiliated with VAN CLEEF, JORDAN, AND WOOD, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
VAN CLEEF, JORDAN, AND WOOD, INC.
VAN CLEEF, JORDAN AND WOOD, INC.
AUM
$53M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at VAN CLEEF, JORDAN, AND WOOD, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5411484
Firm CRD# 126636
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nilesh Roy Saldanha offer?
Nilesh Roy Saldanha specializes in Investment Management, Fee-Only Advisory. Contact their office in BRONXVILLE, New York for a consultation.
What are Nilesh Roy Saldanha's credentials?
Nilesh Roy Saldanha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nilesh Roy Saldanha located?
Nilesh Roy Saldanha is based in BRONXVILLE, New York, working with VAN CLEEF, JORDAN, AND WOOD, INC.. Their office serves clients in the BRONXVILLE metropolitan area and surrounding communities.
How does Nilesh Roy Saldanha charge for services?
Nilesh Roy Saldanha's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAN CLEEF, JORDAN, AND WOOD, INC.?
VAN CLEEF, JORDAN, AND WOOD, INC. has approximately 2 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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