Nishant
Pandya
Buckingham Strategic Wealth, LLC
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About this Advisor
Nishant Pandya is a financial advisor based in San Jose, California, working with Buckingham Strategic Wealth, LLC. Nishant has previously held positions at Loring Ward Holdings, Inc, Lwi Financial Inc, Foreside Financial Services, LLC, Buckingham Strategic Partners, LLC, and Buckingham Strategic Wealth, LLC. Nishant has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Nishant is part of Buckingham Strategic Wealth, LLC, which operates out of San Jose, California. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nishant Pandya Work History
Buckingham Strategic Wealth, LLC
Foreside Financial Services, LLC
Buckingham Strategic Partners, LLC
Loring Ward Holdings, Inc
Lwi Financial Inc
Disclosures
Please visit the SEC profile of Nishant Pandya to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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