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Tanya Shivdat Walliser

Condor Capital Wealth Management

Martinsville, NJ

Mendham, NJ

CRD 5256129

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Employer firm

Condor Capital Wealth Management CRD 104920

$2.18B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Condor Capital Wealth Management

1973 Washington Valley Road, Martinsville, NJ 08836-2053 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-01
NJ RA APPROVED 2009-10-06
  • TX RA
    APPROVED
    Since 2021-12-01
  • NJ RA
    APPROVED
    Since 2009-10-06

Branch Locations

1973 Washington Valley Road, Martinsville, NJ 08836-2053 • United States

Mendham, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Condor Capital Management Martinsville NJ 06/2008 Present
  • 06/2008 → Present
    Condor Capital Management
    Martinsville, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-23
  • S65 Uniform Investment Adviser Law Examination
    2009-03-23
Designations
  • Certified Financial Planner
Other Names
  • Tanya Shivdat
  • Tanya Sashi Shivdat

View on SEC IAPD

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