Chirag Sharma Ratanpal (CRD# 7284799) is an Investment Advisor Representative working at Wiss Private Client Advisors, LLC in Florham Park, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wiss Private Client Advisors, LLC | Florham Park, NJ | Aug 2020 - Current | 3 |
| Wiss Private Client Advisors, LLC | Florham Park, NJ | Oct 2019 - Aug 2020 | < 1 |
| Advanced Resources | Livingston, NJ | Jul 2019 - Oct 2019 | < 1 |
| Drew University | Madison, NJ | Aug 2015 - May 2019 | 3 |
| The Sisters Of Charity Of Saint Elizabeth | Convent Station, NJ | Jan 2019 - Apr 2019 | < 1 |
| Media Resource Center At Drew University | Madison, NJ | Aug 2017 - Apr 2019 | 1 |
| Working In Support Of Education | New York, NY | Sep 2018 - Dec 2018 | < 1 |
| Amalie Car Rentals | St. Thomas, VI | Dec 2013 - Aug 2017 | 3 |
| Antilles School | St. Thomas, VI | Jul 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- NJ
-
Total Assets Under Management540MILLIONS
-
Total Number of Accounts486ACCOUNTS
-
Average Account Value$1,110,494
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NJ, NY, TX
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