HM
CFP
HM
CFP
Harpreet Mangat
24 Years of Experience
Princeton, NJ
2 DisclosuresBrokerSells Insurance
Harpreet Mangat is a CFP-designated registered investment advisor, based in Princeton, NJ, with 24 years of industry experience.
Location
100 Canal Pointe Blvd., Suite 114F, Princeton, NJ, 08540
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2020Denied
Customer Dispute
May 2014Award / Judgment
Other Business ActivitiesSells Insurance
Harpreet is an Investment Advisor Representative (IAR) with White Knight Strategic Wealth Advisors, managing client accounts on a fee basis, which takes nearly full-time. He also owns rental property, is an executive officer at a consulting firm, volunteers at a church, and recommends insurance as needed for clients.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2023 - Present · 3 yrs 4 mos
White Knight Strategic Wealth Advisors, LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2019 - December 2022 · 3 yrs 5 mos
Ameriprise Financial Services, INC.
June 2002 - July 2019 · 17 yrs 1 mo
Ameriprise Financial Services, INC.Broker
August 2001 - July 2019 · 17 yrs 11 mos
Ids Life Insurance CompanyBroker
August 2001 - July 2006 · 4 yrs 11 mos
State Registrations10 states
AZCTDEFLGANJNYOHPATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.