Investment adviser representative · Masani Wealth Management, LLC
Adil R. Masani
CRD 2225799 · West Chester, PA
At a glance
Adil R. Masani is an investment adviser representative with Masani Wealth Management, LLC in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adil’s SEC record dates to 2005, about 21 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Masani Wealth Management, LLCSince January 2014West Chester, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Adil’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.