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Priya Surendar Malani

Investment Adviser Representative at STASH WEALTH, LLC

New York, NYCRD #4901157Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
9 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Priya Surendar Malani has worked in the securities industry since 2016. They have passed the Series 66, 65, and 7 examinations. They are registered to provide investment advisory services in 9 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
CaliforniaColoradoGeorgiaIllinoisMarylandNew JerseyNew YorkTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/17/2012
Series 66
Uniform Combined State Law Examination
Passed 8/1/2006
Series 7
General Securities Representative Examination
Passed 4/29/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $999,999.991.00%
$1,000,000.00 and up0.80%
Source

Stash Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

STASH WEALTH, LLCCurrent
8/27/2018New York, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
8/8/200610/27/2008New York, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at STASH WEALTH, LLC

1 other advisor in the directory

View STASH WEALTH, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Priya Surendar Malani has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Priya Surendar Malani - Financial Advisor in New York, NY | AdvisorFinder