Partner, Senior Director of Marketing · Francis Financial
Sunaina Mehra
CRD 8065986 · Named on Form ADV at one SEC-registered adviser
At a glance
Francis Financial, an SEC-registered wealth manager based in New York, NY with $803 million in regulatory assets, lists Sunaina Mehra on its Form ADV as Partner, Senior Director of Marketing.
Firms and roles
- Francis FinancialPartner, Senior Director of MarketingWealth manager · New York, NY · $803M in regulatory assets
AtlasMembers
Sunaina’s stakes and control
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Colleagues named on the same filings
- Stacy A FrancisPresident/chief Compliance Officer, Francis Financial
- Natalie ColleyPartner, Senior Lead Advisor, Francis Financial
- Avani RamnaniPartner, Managing Director, Francis Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sunaina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.