Ritu Bhayana (CRD# 3233953) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Ramsey, NJ and has over 24 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Advisory, LLC | Ramsey, NJ | Jun 2023 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Ramsey, NJ | Jun 2023 - Current | < 1 |
| Steward Partners Global Advisory, LLC | Ramsey, NJ | Jun 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Dumont, NJ | Nov 2016 - Jun 2023 | 6 |
| Wachovia Bank, N.a. | Bogota, NJ | Jun 2002 - Jun 2023 | 21 |
| Wachovia Bank, N.a. | Bogota, NJ | Feb 2000 - Jun 2023 | 23 |
| Wells Fargo Advisors LLC | Dumont, NJ | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- NJ
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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