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Vishaw Sondhi

34 Years of Experience
Eastontown, NJ
BrokerSells Insurance

Vishaw Sondhi is a registered investment advisor, based in Eastontown, NJ, with 34 years of industry experience.

Location

100 Broad Street, Eastontown, NJ, 07728

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Vishaw owns Vishaw Sondhi, CPA P.C., an accounting and tax services practice, and is an investment advisor representative (IAR) with Tucker Asset Management. He is also an insurance broker with Integrated Financial Concepts LLC, spending about half of his time on this insurance business.

Employment History
Previous Registrations
Tucker Asset Management LLC
November 2022 - March 2026 · 3 yrs 4 mos
Esi Financial Advisors
January 2016 - November 2022 · 6 yrs 10 mos
H.D. Vest Advisory Services, INC
July 2002 - December 2015 · 13 yrs 5 mos
State Registrations10 states
CTFLMENCNJNYOHPATXWI
Broker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.