Lakshmi Nagarajan
Senior Wealth AdvisorHolistic Wealth AdvisorsCRD 4390490
About Lakshmi Nagarajan
Lakshmi Nagarajan is listed as Senior Wealth Advisor at Holistic Wealth Advisors in Clifton Park, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Holistic Wealth Advisors
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lakshmi Nagarajan work?
Lakshmi Nagarajan is listed as Senior Wealth Advisor at Holistic Wealth Advisors on SEC Form ADV.
How much of Holistic Wealth Advisors does Lakshmi Nagarajan own?
Form ADV reports a beneficial ownership band of Under 5%.
Holistic Wealth Advisors
| Title | Senior Wealth Advisor |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |