Shailesh
Negandhi
Fourstar Wealth Advisors, LLC
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About this Advisor
Shailesh Negandhi is a financial advisor based in Suwanee, Georgia, working with Fourstar Wealth Advisors, LLC. Shailesh has previously held positions at Cape Investment Advisory, Inc, Bridgeway Wealth Partners, Fourstar Wealth Advisors, LLC, and UBS Financial Services Inc. Shailesh has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Shailesh is part of Fourstar Wealth Advisors, LLC, which operates out of Suwanee, Georgia. The firm has 25 offices and 43 employees. The firm manages assets totaling $1.0 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 pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Fourstar Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fourstar Wealth Advisors, LLC Brokerage Details
$1,018,874,410
43
2,940
$346,556
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Shailesh Negandhi Work History
Fourstar Wealth Advisors, LLC
Cape Investment Advisory, Inc
Cape Investment Advisory, Inc
Bridgeway Wealth Partners
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Shailesh Negandhi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fourstar Wealth Advisors, LLC
Mansfield, MA
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Suwanee, GA
Aledo, TX
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