Vijay Aluwalia (CRD# 6652359) is an Investment Advisor Representative working at Bergamot Asset Management LP in Princeton, NJ and has over 7 years of experience in the finance industry. Vijay Aluwalia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bergamot Asset Management LP | Princeton, NJ | Oct 2021 - Current | 2 |
| Edward Jones | Princeton Junction, NJ | May 2018 - Oct 2021 | 3 |
| Edward Jones | Plainsboro, NJ | Sep 2016 - May 2018 | 1 |
| Edward Jones | St Louis, MO | May 2016 - Sep 2016 | < 1 |
| Unemployed | Plainsboro, NJ | Jan 2016 - May 2016 | < 1 |
| Verizon Communications | Basking Ridge, NJ | May 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- NJ
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts214ACCOUNTS
-
Average Account Value$343,921
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
NJ
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