Adil Rustom Masani

Current Employers

Masani Wealth Management, Llc

West Chester, PA • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2014-02-10
PA	RA	APPROVED	2014-01-31
TX	RA	APPROVED_RES	2014-01-29

NJ RA
APPROVED

Since 2014-02-10
PA RA
APPROVED

Since 2014-01-31
TX RA
APPROVED_RES

Since 2014-01-29

Branch Locations

West Chester, PA • 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

Organization	City	State	From	To
Masani Wealth Management, Llc	West Chester	PA	01/2014	Present
Masani Wealth Management, Llc	West Chester	PA	09/2010	Present

01/2014 → Present

Masani Wealth Management, Llc

West Chester, PA
09/2010 → Present

Masani Wealth Management, Llc

West Chester, PA

Previous Registrations

2009-06-19 → 2014-01-28

Lpl Financial Llc

Royersford, PA

Berwyn, PA

Royersford, PA
2005-04-07 → 2006-07-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wayne, PA

Wayne, PA

Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; WEST CHESTER, PA; 09/2010; SPEND APPROXIMATELY 10% OF TIME IN INSURANCE PRACTICE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-11-15
S63	Uniform Securities Agent State Law Examination	1992-08-03

S65 Uniform Investment Adviser Law Examination

2004-11-15
S63 Uniform Securities Agent State Law Examination

1992-08-03

Designations

View on SEC IAPD