Chintu Pandya is a CFP-designated registered investment advisor at Generation Wealth Management, based in Great Neck, NY, with 1 years of industry experience. Chintu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 27 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Generation Wealth Management offers investment management services through a wrap fee program. The fees for this program are based on the amount of your portfolio, but the specific rates are found in a separate document (Form ADV Part 2A, Appendix 1).
Location
31 Cary Rd, Great Neck, NY, 11021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Generation Wealth Management
State Registrations1 state
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Exams
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