Palash
Kusumwal

Vesto Advisors, LLC

CRD#6073362
Investment Advisor
in New York, NY

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About this Advisor

Palash Kusumwal is a financial advisor based in New York, New York, working with Vesto Advisors, LLC. Palash has previously held positions at Vesto Advisors, LLC, Credit Suisse, and PwC. Palash has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Palash is part of Vesto Advisors, LLC, which operates out of New York, New York. The firm has 4 employees and manages assets totaling $80.0 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Vesto Advisors, LLC includes fixed and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Fixed Fees, Others

Office Location

156 Fifth Ave Ste 1218
New York, NY 10010

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Vesto Advisors, LLC Brokerage Details

Total Assets Under Management

$80,019,871

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

101

NY Average: 3,892
Average Account Size

$792,276

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Palash Kusumwal Work History

2022 - Present (3 years)

Vesto Advisors, LLC

2014 - 2022 (8 years)

Credit Suisse

2011 - 2014 (3 years)

Pwc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Palash Kusumwal 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 Vesto Advisors, LLC

Palash Kusumwal
New York, NY

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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