Advisors at this firm
Harshvardhan V
Series 65
Southampton, NY
Guardant Wealth Advisors
Harshvardhan Ved is a financial advisor at Guardant Wealth Advisors with one year of experience at the firm. He holds the Series 65 designation. Outside of his advisory role, he is involved with Samsara Music LLC, where he has been active since 2021. Guardant Wealth Advisors provides investment advisory, financial planning, consulting, family office, and retirement plan advisory services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a range of investment vehicles and is notable for its formal selection and integration of third-party advisers and independent managers.
Darren G
Series 63, Series 65
Southampton, NY
Guardant Wealth Advisors
Darren Graff is a financial advisor at Guardant Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA, J.P. Morgan Securities, Belpointe Asset Management, and Guardant Partners. Outside of his advisory role, he is involved as an owner or investor in several restaurant and recreational businesses. Guardant Wealth Advisors provides investment advisory, financial planning, consulting, family office, and retirement plan advisory services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a multi-manager approach, incorporating third-party advisers and independent managers alongside internal management.
Asaf M
Series 63, Series 65
New York, NY
Guardant Wealth Advisors
Asaf Markowitz is a financial advisor at Guardant Wealth Advisors in New York, NY, with credentials including Series 63 and Series 65. He has experience working at firms such as JPMorgan Chase and Oporto Delta, with a career spanning roles in financial services and asset management since 2011. Guardant Wealth Advisors provides investment advisory, financial planning, and consulting services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a strategy that includes evaluating and integrating third-party advisers and independent managers, offering access to a broad range of securities and investment vehicles.