DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Nandita Das

Insight Financial Strategistsstate registeredNewark, De IA-onlyIAPD 6652717

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Nandita Saha

At current firm

2 y

since May 13, 2024

In the industry

16 y

since Aug 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Insight Financial Strategists state registered current
since May 13, 2024 · Newark, De
Origin Investment Advisory LLC independent RIA
Jan 19, 2022 to Oct 5, 2022 · Newark, De
Das Financial Health unclassified
Sep 21, 2021 to Nov 8, 2024 · Newark, De
Envision Wealth Planning Inc. state registered
Apr 23, 2019 to Oct 16, 2020 · Newark, De
Das Financial Health, LLC unclassified
Mar 2, 2018 to Mar 18, 2019 · Newark, De
Waddell & Reed former
Jul 26, 2016 to Sep 12, 2017 · Charleroi, Pa

Moves

a registration end followed by a registration begin elsewhere

Das Financial Health to Origin Investment Advisory LLC
left Nov 8, 2024, registered Jan 19, 2022 (-1024 days) · Other
Origin Investment Advisory LLC to Insight Financial Strategists
left Oct 5, 2022, registered May 13, 2024 (586 days) · RIA to a state-registered adviser
Envision Wealth Planning Inc. to Das Financial Health
left Oct 16, 2020, registered Sep 21, 2021 (340 days) · Other
Das Financial Health, LLC to Envision Wealth Planning Inc.
left Mar 18, 2019, registered Apr 23, 2019 (36 days) · Other
Waddell & Reed to Das Financial Health, LLC
left Sep 12, 2017, registered Mar 2, 2018 (171 days) · Other

Signals

Nandita Das left Das Financial Health for Origin Investment Advisory Llc (registered 2022-01-19)
Nov 8, 2024 · Advisor changed firm · fact
Nandita Das left Origin Investment Advisory Llc for Insight Financial Strategists (registered 2024-05-13)
Oct 5, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address