PM
Priya Malani
from Stash Wealth, LLC
Priya Malani is a financial advisor based in North Carolina, Charlotte,
with 18 years of experience. Priya currently works for
Stash Wealth, LLC.
Priya maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Priya Malani works at Stash Wealth, LLC
Stash Wealth, LLC is a financial advisory firm based in Charlotte, North Carolina. It currently has approximately $41,631,277 of assets under management and employs about 7 people. Stash Wealth, LLC uses a fee structure of a percentage of assets under your management, fixed fees and non-investment advisory related referral fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, fixed fees and non-investment advisory related referral fees
Office location
1230 W Morehead Street, Suite 106, Charlotte, North Carolina, 28208
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting