Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Amul Bhatia, financial advisor Newport Beach CA
88 score

Amul Bhatia

CRD Number: 6390626
Current Firm: Green Street Advisors, LLC

Amul Bhatia (CRD# 6390626) is an Investment Advisor Representative working at Green Street Advisors, LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Green Street Advisors, LLC Newport Beach, CA Dec 2014 - Current 1
Green Street Advisors Newport Beach, CA Aug 2014 - Dec 2014 < 1
Stepstone Group La Jolla, CA May 2014 - Aug 2014 < 1
Cardiff Park Advisors Carlsbad, CA Aug 2013 - Mar 2014 < 1
University Of California San Diego San Diego, CA Sep 2009 - Mar 2014 4
Performance Media Placement Tustin, CA Jun 2013 - Aug 2013 < 1
Scripps Research Institute La Jolla, CA Feb 2012 - Sep 2012 < 1
Bio Applied Technologies Joint San Diego, CA Sep 2011 - Feb 2012 < 1
Mission San Jose High School Fremont, CA Sep 2005 - Jun 2009 3
Oakley Milpitas, CA Jun 2008 - Oct 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Amul S. Bhatia
Phone Number: 949-640-8780
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States


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