Uttam Bharwani (CRD# 4342521) is an Investment Advisor Representative working at Sagepro Wealth Management in Chantilly, VA and has over 23 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagepro Wealth Management LLC | Chantilly, VA | Mar 2019 - Current | 5 |
| No Formal Employment | Chantilly, VA | Jan 2018 - Feb 2019 | 1 |
| Bharwani Asset Management LLC | Chantilly, VA | Oct 2012 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- VA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$214,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
VA
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