Siddharth Mehta

Siddharth Mehta is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with WISDOM OAK FUND MANAGEMENT LLC.

Registration history (6)

FirmFromToCurrent
WISDOM OAK FUND MANAGEMENT LLC2025-01-13presentYes
WISDOM OAK FUND MANAGEMENT LLC2025-01-132025-12-31
NEXT FINANCIAL GROUP, INC.2023-09-122023-11-16
WISDOM OAK FUND MANAGEMENT LLC2021-02-012024-12-31
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED2019-01-022019-06-04
MORGAN STANLEY SMITH BARNEY LLC2018-01-262018-12-06

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