Kashish
Meghani
Waverly Advisors, LLC
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About this Advisor
Kashish Meghani is a financial advisor based in Merrillville, Indiana, working with Waverly Advisors, LLC. Kashish has previously held positions at Strategiq Financial Group, LLC, Northern Illinois University, Savant Wealth Management, First Secure Community Bank, Kdl & Co, M Bhutra & Associates, Veer Narmad South Gujarat University, Ryan International School, and Waverly Advisors, LLC. Kashish has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Indiana. Currently, Kashish is part of Waverly Advisors, LLC, which operates out of Merrillville, Indiana. The firm has 18 offices and 153 employees. The firm manages assets totaling $11.4 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Waverly Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$11,379,745,311
153
15,983
$711,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kashish Meghani Work History
Waverly Advisors, LLC
Strategiq Financial Group, LLC
Savant Wealth Management
First Secure Community Bank
Northern Illinois University
Northern Illinois University
Kdl & Co
M Bhutra & Associates
Veer Narmad South Gujarat University
Ryan International School
Disclosures
Please visit the SEC profile of Kashish Meghani 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 Waverly Advisors, LLC
Merrillville, IN
Birmingham, AL
Atlanta, GA
Birmingham, AL
Mobile, AL
Birmingham, AL
Lafayette, IN
Huntsville, AL
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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