Bikram Chandhok (CRD# 6454574) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 8 years of experience in the finance industry.
CRD# 3147258
Avantax Advisory Services
CRD# 2833397
Carter, Terry & Company, Inc.
CRD# 4804085
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Alpharetta, GA | Apr 2023 - Current | 1 |
| E*trade Securities LLC | Alpharetta, GA | Apr 2021 - Current | 3 |
| E*trade Capital Management LLC | Alpharetta, GA | Apr 2021 - Current | 3 |
| E*trade Securities LLC | Alpharetta, GA | Feb 2020 - Apr 2021 | 1 |
| E*trade Capital Management LLC | Alpharetta, GA | Feb 2020 - Apr 2021 | 1 |
| E*trade Securities LLC | Alpharetta, GA | Jun 2019 - Feb 2020 | < 1 |
| E*trade Capital Management LLC | Alpharetta, GA | Jun 2019 - Feb 2020 | < 1 |
| E*trade Securities LLC | Edina, MN | Nov 2018 - Jun 2019 | < 1 |
| E*trade Capital Management LLC | Edina, MN | Nov 2018 - Jun 2019 | < 1 |
| E*trade Capital Management, LLC | Minneapolis, MN | Dec 2015 - Nov 2018 | 2 |
| E*trade Securities LLC | Minneapolis, MN | Dec 2015 - Nov 2018 | 2 |
| E*trade Securities LLC | Alpharetta, GA | Feb 2015 - Dec 2015 | < 1 |
| Jvion | Suwanee, GA | Jan 2015 - Feb 2015 | < 1 |
| University Of Georgia | Athens, GA | Jan 2012 - Dec 2014 | 2 |
| Target | Roswell, GA | Oct 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- GA
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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