Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ritesh? Claim Your ProfileRitesh Upadhyaya is an investment advisor representative with Vigil Wealth Management, LLC. Ritesh has been in the industry for over ten years, having worked previously at LPL FINANCIAL LLC, SunTrust Investment Services, Inc., and Morgan Stanley. Ritesh is registered with the state of Florida and holds Series 7 and 66 licenses. Ritesh is also a partner in a fashion and clothing business for children. Vigil Wealth Management, LLC offers portfolio management services to individuals, businesses and pension plans. The firm offers services including financial planning, pension consulting and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
05/17/2019 - Present
Vigil Wealth Management, LLC (PONTE VEDRA BEACH FL)
FL
02/19/2019 - 11/03/2022
LPL FINANCIAL LLC (PONTE VEDRA FL)
FL
10/13/2016 - 04/27/2017
SUNTRUST INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
FL
06/01/2015 - 10/21/2016
MORGAN STANLEY (PONTE VEDRA BEACH FL)
BOTH
Issued 08/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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