Vidur Bhalla (CRD# 1578292) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 37 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Herold & Lantern Investments, Inc. | Melville, NY | Nov 2020 - Current | 3 |
| Herold Advisors, Inc. | New York, NY | Jun 1999 - Current | 24 |
| Bernard Herold & Company, Inc. | New York, NY | Oct 1986 - Nov 2020 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
- NY
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Total Assets Under Management413MILLIONS
-
Total Number of Accounts452ACCOUNTS
-
Average Account Value$913,891
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NJ, NY, PA, SC, VA
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