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Priya Surendar Malani

Stash Wealth, LLC

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About Priya Surendar Malani

Priya Surendar Malani is a financial advisor with Stash Wealth, LLC. Priya has been working in the financial services industry since 2005. Priya is registered as an investment advisor in several states including Illinois, New Jersey, New York, North Carolina, Pennsylvania, Texas and Virginia. Priya holds the Series 65, Series 66, and Series 7 licenses.

Firm Information

Priya Malani is currently registered with Stash Wealth, LLC. Stash Wealth, LLC is an investment advisor based in New York, NY. They primarily provide financial planning, educational seminars, and portfolio management for individuals and high-net-worth individuals. Their website addresses include HTTP://WWW.STASHWEALTH.COM, HTTPS://WWW.FACEBOOK.COM/STASHWEALTH, HTTPS://TWITTER.COM/STASHWEALTH, HTTPS://WWW.TIKTOK.COM/@STASHWEALTH, HTTPS://WWW.LINKEDIN.COM/COMPANY/STASHWEALTH, HTTPS://WWW.INSTAGRAM.COM/STASHWEALTH, and https://www.youtube.com/c/StashWealth. They have 3 investment adviser representatives and manage approximately $44,046,719 in regulatory assets for 567 clients.
Stash Wealth, LLC

85 BROAD STREET

NEW YORK, NY 10004

$44.05M

Assets Under Management

24

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-investment advisory related referral fees

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Priya Malani’s Registration & Firm History

NY

09/13/2018 - Present

Stash Wealth, LLC (NEW YORK NY)

NY

05/02/2005 - 10/27/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Priya Surendar Malani.
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