Nishant K Pandya
Investment adviser representative at Focus Partners Wealth, LLC
25 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Nishant K Pandya? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Focus Partners Wealth, LLCJul 2024 to now
- The Colony Group, LLCJul 2024 to now
- Buckingham Strategic Wealth, LLCJun 2020 to now
- Buckingham Strategic Partners, LLCDec 2018 to Jun 2020
- Foreside Financial Services, LLCOct 2018 to Jun 2020
- Loring Ward Holdings, IncFeb 2001 to Nov 2018
- Lwi Financial Inc.Feb 2001 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4371255
- Firm CRD
- 159289