Athishay Gangadharan

Kestra Private Wealth Services, LLC

17 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Kestra Private Wealth Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

206 advisors

Number of Clients

15,631 clients

Average Client Portfolio

$653K average

Assets Under Management

$10.2B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

363 Bloomfield Ave, Suite 3A, Montclair, NJ, 07042

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History

Regulatory History (1)

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Customer Dispute

June 2020

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Athishay is a Managing Partner and Sr. Wealth Advisor at Evoke Wealth Management, spending nearly full-time on client relationship management, advisor recruitment, insurance, and investment advisory services. He also dedicates minimal time as a Partner in MUGGA LLC, a personal LLC for investing in publicly traded securities.

Employment History

Current Registrations

Kestra Investment Services, LLCBroker

August 2021 - Present · 4 yrs 6 mos

Kestra Private Wealth Services, LLC

August 2021 - Present · 4 yrs 6 mos

Fifth Third Securities, INC.Broker

March 2009 - June 2012 · 3 yrs 3 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2008 - February 2009 · 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

July 2008 - February 2009 · 7 mos

State Registrations12 states

CAFLILMINCNJNYPATXWAWIWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.