Gaurav Lall, financial advisor Staten Island NY

Gaurav Lall

CRD Number: 4738175
Current Firm: Vcp Financial LLC

Gaurav Lall (CRD# 4738175) is an Investment Advisor Representative working at Vcp Financial LLC in Staten Island, NY and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Vcp Financial LLC New York, NY Jun 2013 - Current 10
Sterne Agee Charlotte, NC Feb 2012 - Dec 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Gaurav C. Lall
Phone Number: 212.328.7876
Registered State(s):
  • CA
  • FL
  • GA
  • IL
  • KS
  • MI
  • MN
  • NE
  • NJ
  • NY
  • OH
  • TX
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $223,945
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NC, NE, NJ, NY, OH, PA, SC, TX, WA, WI

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