RIA Intelligence
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Y••• N••••••••
- Title
- VICE PRESIDENTreportedexcelcapitalmgt.comfirm site, Sep 16, 2026
- Business email
- yash.niphadkar@excelcapitalmgt.comreportedexcelcapitalmgt.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E•••• C•••••• M••••••••• C••• independent RIA currentsince Jan 11, 2021 · Warren, Nj
- J••• M••••• P•••••• W••••• A••••••• L•• formerJan 20, 2017 to Apr 22, 2019 · New York, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 27, 2015 to Jan 24, 2017 · New York, Ny
- J••• M••••• P•••••• W••••• A••••••• L•• to E•••• C•••••• M••••••••• C•••left Apr 22, 2019, registered Jan 11, 2021 (630 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• P•••••• W••••• A••••••• L••left Jan 24, 2017, registered Jan 20, 2017 (-4 days) · Other · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address