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Current Employers
Insight Financial Strategists

29 Crafts Street Suite 420, Newton, MA 02458 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-05-13
  • DE RA
    APPROVED
    Since 2024-05-13

Branch Locations

Newark, DE • United States

29 Crafts Street Suite 420, Newton, MA 02458 • 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
Delaware State University Dover DE 08/2010 Present
Waddell And Reed, Inc Wilmington DE 06/2016 09/2017
Independent Insurance Agent Dover DE 08/2016 03/2019
Envision Wealth Planning, Inc. Chicago IL 04/2019 10/2020
Das Financial Health, Llc Newark DE 03/2018 Present
Origin Financial San Francisco CA 01/2022 12/2022
Insight Financial Strategists, Llc Newton MA 02/2024 Present
  • 08/2010 → Present
    Delaware State University
    Dover, DE
  • 06/2016 → 09/2017
    Waddell And Reed, Inc
    Wilmington, DE
  • 08/2016 → 03/2019
    Independent Insurance Agent
    Dover, DE
  • 04/2019 → 10/2020
    Chicago, IL
  • 03/2018 → Present
    Das Financial Health, Llc
    Newark, DE
  • 01/2022 → 12/2022
    Origin Financial
    San Francisco, CA
  • 02/2024 → Present
    Insight Financial Strategists, Llc
    Newton, MA
Previous Registrations
  • 2021-09-21 → 2024-11-08
    Das Financial Health
    Newark, DE
  • 2022-01-19 → 2022-10-05
    Newark, DE
    Sarasota, FL
  • 2019-04-23 → 2020-10-16
    Newark, DE
    Chicago, IL
  • 2018-03-02 → 2019-03-18
    Das Financial Health, Llc
    Newark, DE
  • 2016-07-26 → 2017-09-12
    Waddell & Reed
    Charleroi, PA
    Wilmington, DE
Other Businesses

DELAWARE STATE UNIVERSITY / NON INVESTMENT RELATED / DOVER DE / EDUCATION / PROFESSOR / AUG 2010/ 120 HOURS PER MONTH / 80 DURING TRADING HOURS DAS FINANCIAL HEALTH / INVESTMENT RELATED / NEWARK DE / REGISTERED INVESTMENT ADVISOR / SEP 2021/ 40 HOURS PER MONTH / 40 DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-26
S63 Uniform Securities Agent State Law Examination 2016-07-11
  • S65 Uniform Investment Adviser Law Examination
    2016-07-26
  • S63 Uniform Securities Agent State Law Examination
    2016-07-11
Designations
Other Names
  • Nandita Saha

View on SEC IAPD

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