Yash Niphadkar
Investment adviser representative at Excel Capital Management Corp
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$192.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Excel Capital Management CorpJan 2021 to now
- Lenox Wealth AdvisorsApr 2019 to Dec 2020
- First Republic Investment Management, Inc.Jan 2017 to Apr 2019
- First Republic Securities Company, LLCJan 2017 to Apr 2019
- Bank of America, N.A.Dec 2014 to Jan 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, OH).
Excel Capital Management Corp
$192.5MAssets managed
71Clients
2Advisers
4 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
- 6008341
- Firm CRD
- 109229