• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
MEDHA A NADGIR
CRD#: 5302003
IA
Investment Adviser
BEACON POINTE ADVISORS, LLCCRD#: 119290 400 TOTTEN POND ROAD
SUITE 220
WALTHAM, MA 02451
Registration History
20132014201520162017201820192020202120222023202420252026IABEACON POINTE ADVISORS, LLC (CRD# 119290)2020 - Present (4 years)IABEACON POINTE WEALTH ADVISORS, LLC (CRD# 151328)2016 - 2020 (4 years)IATPW FINANCIAL (CRD# 132797)2013 - 2015 (2 years)
License(s)

State Registrations

IA
Massachusetts 8/31/2020

Current Registration(s)
IA
BEACON POINTE ADVISORS, LLC (CRD#:119290)
400 TOTTEN POND ROAD SUITE 220, WALTHAM, MA 02451
Registered with this firm since 8/31/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/04/2016 - 04/27/2020 BEACON POINTE WEALTH ADVISORS, LLC (CRD#:151328) WALTHAM, MA
IA
11/12/2013 - 11/30/2015 TPW FINANCIAL (CRD#:132797) NEWTON, MA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.