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Aditya M
Series 65
Research Triangle Park, NC
ADI Mahajan CPA PC
Aditya Mahajan is a Series 65 credentialed advisor at ADI Mahajan CPA PC with experience spanning several roles in tax and accounting since 2018. He has worked at LESLIE MERRITT INC dba TAX AND QB GURU and held positions at various educational institutions prior to focusing on integrated CPA and investment advisory services. ADI Mahajan CPA PC provides integrated CPA and fee-only investment advisory services to individuals, trusts, family structures, charitable organizations, and small businesses. The firm combines tax expertise with investment management, utilizing IPS-driven asset allocation along with tax-aware strategies such as asset location and tax-loss harvesting to support long-term portfolio management.
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