Chandni Gulati
Niro Nivesto · Garnet Valley, Pennsylvania
Chandni Gulati is a fee-only financial advisor at Niro Nivesto in Garnet Valley, Pennsylvania. Niro Nivesto reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Niro Nivesto |
|---|---|
| Based in | Garnet Valley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.7M across 28 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8096369 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Chandni's firm compares
- Niro Nivesto's average account is about $95,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Chandni
Is Chandni Gulati a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chandni holds no broker registration, and Niro Nivesto reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chandni charge for financial advice?
Chandni's firm, Niro Nivesto, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Chandni Gulati based?
Chandni Gulati is based in Garnet Valley, Pennsylvania.
Is Chandni Gulati registered with the SEC?
Yes. Chandni Gulati is registered as an investment adviser representative in PA (CRD 8096369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Niro Nivesto manage?
Niro Nivesto reports $2.7M across 28 accounts in assets under management.
How do I contact Chandni Gulati?
Contact details aren't on file yet. Search for Niro Nivesto.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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