SHEETAL SHYAM BAGDE is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with PERIGON WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PERIGON WEALTH MANAGEMENT, LLC | 2023-02-01 | present | Yes |
| COGNIZANT WEALTH ADVISORS | 2018-03-19 | 2023-03-03 | — |
| B|O|S | 2017-05-04 | 2018-02-02 | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 2014-12-10 | 2017-04-20 | — |
| UBS FINANCIAL SERVICES INC. | 2014-04-09 | 2014-10-31 | — |