Shailesh Narottam Negandhi
Investment adviser representative at Fourstar Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Fourstar Wealth Advisors, LLCMar 2024 to now
- Cape Investment Advisory, Inc.Nov 2023 to Mar 2024
- Cape Investment Advisory, Inc.Oct 2023 to Oct 2023
- Bridgeway Wealth PartnersApr 2022 to Oct 2023
- UBS Financial Services Inc.May 2013 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 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
- 4897340
- Firm CRD
- 169613