Investment adviser representative · Neil Jesani Wealth Management
Siddharth Sinha
CRD 6048187 · Minneapolis, MN
At a glance
Siddharth Sinha is an investment adviser representative with Neil Jesani Wealth Management in Minneapolis, MN, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Neil Jesani Wealth ManagementSince February 2026Minneapolis, MN · $194M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Siddharth’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
- Locked
- 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.