Hetal Lilish Saki is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with AMC WEALTH MANAGEMENT, LLC, SAAGA WEALTH PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SAAGA WEALTH PLANNING LLC | 2026-07-24 | present | Yes |
| AMC WEALTH MANAGEMENT, LLC | 2025-01-16 | present | Yes |
| CITIZENS SECURITIES, INC. | 2022-01-28 | 2024-06-27 | — |
| MARINER, LLC | 2021-04-06 | 2022-01-31 | — |
| BAKER AVENUE ASSET MANAGEMENT, LP | 2019-04-05 | 2021-03-16 | — |
| GATES PASS ADVISORS, LLC | 2016-02-19 | 2019-03-28 | — |