Sunil Handa is a CFP-designated registered investment advisor, based in Malvern, PA, with 15 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sunil works for The Vanguard Group. He also works as a supply chain coordinator for Sigma Corporation, maintains an insurance license, and works as a tax preparer/accountant for H&R Block, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Previous Registrations
Equitable Advisors, LLCBroker
PFS Investments INC.Broker
State Registrations5 states
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.