Ari Kandel
Investment adviser representative at Alight Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
$35.1BFirm assets
15 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Alight Financial Advisors, LLCSep 2024 to now
- Alight Financial SolutionSep 2024 to now
- Inspira FinancialNov 2022 to Jul 2024
- Alight Financial AdvisorsNov 2018 to Nov 2022
- Alight SolutionsNov 2014 to Nov 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, NY).
Alight Financial Advisors, LLC
$35.1BAssets managed
195,957Clients
65Advisers
15 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
- 7041189
- Firm CRD
- 158744