Yash
Niphadkar
Excel Capital Management Corp
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About this Advisor
Yash Niphadkar is a financial advisor based in Warren, New Jersey, working with Excel Capital Management Corp. Yash has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Fidelity Investments, Bank Of America, N.A, First Republic Investment Management, Inc, First Republic Securities Company, LLC, Lenox Wealth Advisors, and Excel Capital Management Corp. Yash has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and Ohio. Currently, Yash is part of Excel Capital Management Corp, which operates out of Warren, New Jersey. The firm has 2 employees and manages assets totaling $148.8 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Excel Capital Management Corp includes asset-based fees.
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Excel Capital Management Corp Brokerage Details
$148,841,664
2
168
$885,962
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Yash Niphadkar Work History
Excel Capital Management Corp
Lenox Wealth Advisors
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Investments
Disclosures
Please visit the SEC profile of Yash Niphadkar 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 Excel Capital Management Corp
Warren, NJ
Warren, NJ
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