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Athishay Gangadharan

18 Years of Experience
Colts Neck, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Athishay Gangadharan is a registered investment advisor, based in Colts Neck, NJ, with 18 years of industry experience. Athishay is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Colts Neck, NJ

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History

Regulatory History (1)
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Customer Dispute
June 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Athishay is a Managing Partner and Sr. Wealth Advisor at Evoke Wealth Management, spending nearly full-time on client relationship management, advisor recruitment, insurance, and investment advisory services. He also dedicates minimal time as a Partner in MUGGA LLC, a personal LLC for investing in publicly traded securities.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
August 2021 - Present · 5 yrs 2 mos
Kestra Investment Services, LLCBroker
August 2021 - Present · 5 yrs 2 mos
Kestra Investment Services, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Advice and Planning Services
July 2012 - July 2021 · 9 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2012 - July 2021 · 9 yrs
Fifth Third Securities, INC.
March 2009 - June 2012 · 3 yrs 3 mos
Fifth Third Securities, INC.Broker
March 2009 - June 2012 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - February 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - February 2009 · 7 mos
State Registrations12 states
CAFLILMINCNJNYPATXWAWIWY
AdvisorBrokerBoth

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.
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Athishay Gangadharan - Financial Advisor | TrueAdvisor