Nikhil Bhardwaj (CRD# 5920623) is an Investment Advisor Representative working at Trillium Investments in Emeryville, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trillium Investments LLC | Emeryville, CA | Jan 2022 - Current | 2 |
| Carlson Financial Management | Emeryville, CA | Aug 2006 - Jan 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- CA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts201ACCOUNTS
-
Average Account Value$443,889
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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