Rohan Wadhwani, financial advisor Mclean VA
88 score

Rohan Wadhwani

CRD Number: 6304503
Current Firm: Morgan Stanley

Rohan Wadhwani (CRD# 6304503) is an Investment Advisor Representative working at Morgan Stanley in Mclean, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Mclean, VA Aug 2015 - Current 1
Morgan Stanley Private Bank, National Assoication New York, NY Aug 2015 - Current 1
Pnc Bank Pittsburgh, PA Feb 2014 - Jun 2015 1
Pnc Investments Pittsburgh, PA Feb 2014 - Jun 2015 1
Pnc Mclean, VA Aug 2013 - Feb 2014 < 1
Carnegie Mellon University Pittsburgh, PA Sep 2009 - Jun 2013 3
Pnc Pittsburgh, PA Apr 2012 - Aug 2012 < 1
Pnc Pittsburgh, PA Apr 2011 - Aug 2011 < 1
Pnc Pittsburgh, PA Apr 2010 - Aug 2010 < 1
Upmc - Western Psych Pittsburgh, PA Apr 2009 - Aug 2009 < 1
Sewickley Academy Sewickley, PA Sep 2002 - Jun 2009 6
Innovation Works Pittsburgh, PA Apr 2008 - Aug 2008 < 1
Mid-atlantic Capital Pittsburgh, PA Jun 2007 - Aug 2007 < 1
Igate Corporation Pittsburgh, PA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Rohan S. Wadhwani
Phone Number: 914-225-5510
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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