Bikram Chadha, financial advisor Malvern PA
93 score

Bikram Chadha

CRD Number: 5362795
Current Firm: Vanguard Advisers Inc.

Bikram Chadha (CRD# 5362795) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Jun 2007 - Current 9
Stony Brook University Stony Brook, NY Aug 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Jul 2007
Contact Info for Bikram Chadha
Phone Number: 610-669-1000
Firm Website: http://www.vanguard.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    79,883
    MILLIONS
  • Total Number of Accounts
    546,930
    ACCOUNTS
  • Average Account Value
    $146,058
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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