Shailesh
Negandhi

Fourstar Wealth Advisors, LLC

CRD#4897340
Investment Advisor
in Suwanee, GA

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Suwanee, GA

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Fourstar Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,018,874,410

GA Average: $6,674,516,078
Total Number of Employees

43

GA Average: 44
Total Number of Accounts

2,940

GA Average: 2,564
Average Account Size

$346,556

GA Average: $2,603,165

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

2024 - Present (1 year)

Fourstar Wealth Advisors, LLC

2023 - 2023 (< 1 year)

Cape Investment Advisory, Inc

2023 - 2024 (1 year)

Cape Investment Advisory, Inc

2022 - 2023 (1 year)

Bridgeway Wealth Partners

2013 - 2022 (9 years)

Ubs Financial Services Inc

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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

Mark Harmon
Chicago, IL
Karen Harting
Mansfield, MA
Marc Lawrence
Chicago, IL
Brian Kasal
Chicago, IL
Christopher Reardon
Chicago, IL
Liam Duffy
Wheaton, IL
Richard English
Arlington, TX
Teresa King
Aledo, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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