Amit Miglani

Chief Financial Officer Altruist

Last Reviewed: September 27, 2026

Executive Summary

Amit Miglani is Chief Financial Officer of Altruist, the Culver City, California company that describes itself as a custodian and wealth platform for independent advisors. FINRA records show about twelve years of registrations at online brokers, from optionsXpress and Charles Schwab through E*TRADE and Robinhood, before his registration with Altruist’s broker-dealer in 2026. His background is in retail brokerage. Altruist serves professional advisors rather than self-directed investors.

Career Highlights

• Chief Financial Officer of Altruist, named in the leadership team on the company’s own site.
• Registered with Altruist Financial LLC, the company’s FINRA member broker-dealer, since April 2026.
• Represented Altruist as CFO on a panel about AI-driven growth and client experience at the 2026 Morningstar Investment Conference in Chicago.
• Previously held FINRA registrations with Robinhood Financial (2023 to 2025), E*TRADE Securities (2015 to 2023), Charles Schwab & Co. (2014 to 2015) and optionsXpress (2014).
• Passed the Series 7 in 2013 and the Securities Industry Essentials exam in 2018; BrokerCheck shows no disclosure events.

Professional Journey

Miglani’s registered career began in Chicago. According to FINRA BrokerCheck, he passed the Series 7 in December 2013 and was registered through optionsXpress from January 2014. He moved to Charles Schwab & Co. in August 2014. From November 2015 to June 2023 he was registered through E*TRADE Securities, the longest stretch in his record. He then moved to Robinhood Financial, where his registration ran from July 2023 to August 2025. All four registrations were based in Chicago. BrokerCheck does not record job titles, so the specific roles he held at these firms are not established here.

He is now Chief Financial Officer of Altruist. His registration with Altruist Financial LLC began on 4 April 2026, with branch locations in Dallas, where the broker-dealer is based, and Chicago. No announcement of his appointment was found, so the exact date he became CFO is not known.

Altruist was founded in 2018 by Jason Wenk. It describes itself as “the AI-forward custodian and wealth platform for independent advisors” and says more than 6,000 independent advisors run their firms on it. According to FINRA, its broker-dealer, Altruist Financial LLC, also uses the name Altruist Clearing. The company says it has raised more than $600 million, including a $152 million Series F in 2025 at a $1.9 billion valuation. Its leadership team includes Wenk as CEO and Mazi Bahadori as Chief Operating Officer and Chief Compliance Officer.

In summer 2026 Miglani represented the company at the Morningstar Investment Conference in Chicago. He took part in a panel on AI-driven growth and client experience, where he spoke from a CFO’s perspective about scaling efficiently, return on investment for firm founders and advisors, and handling changes in cost structures and revenue models at the same time.

Education

No first-party or dated published source stating his education was found.