Anil Ambastha, financial advisor Mountain View CA

Anil Ambastha

CRD Number: 7070005
Current Firm: Ambastha Financial LLC

Anil Ambastha (CRD# 7070005) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Chevron Technical Center Houston, TX Aug 2021 - Current 1
Ambastha Financial LLC Houston, TX Oct 2018 - Current 4
Chevron Technical Center Houston, TX Oct 2020 - Jul 2021 < 1
Chevron Energy Technology Company Houston, TX Aug 2017 - Sep 2020 3
Chevron Nigeria Limited Lagos, Jul 2012 - Jul 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Anil K. Ambastha
Phone Number: 650-603-0594
Registered State(s):
  • CA
  • LA
  • TX
Current Firm Details
Ambastha Financial LLC
Firm's CRD Number: 300294
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $561,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, LA, TX

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