Monisha Potter is a CFP-designated registered investment advisor, based in Westport, MA, with 21 years of industry experience. Monisha is also registered as a broker, so some compensation may come from commissions on products sold.
Location
519 American Legion Hwy, #6, Westport, MA, 02790
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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
Monisha works as an IAR for Kestra Advisory Services, LLC and as an RR for Financial Planning Alternatives, dedicating full-time hours to each. She also owns RMS Property Management, spending minimal time on real estate management and maintenance.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Capital Analysts, IncorporatedBroker
First Investors CorporationBroker
State Registrations17 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.
Exams
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