Amiteshwar Bhatia, financial advisor Salt Lake City UT

Amiteshwar Bhatia

CRD Number: 7118855
Current Firm: Royal Investment Adviser

Amiteshwar Bhatia (CRD# 7118855) is an Investment Advisor Representative working at Royal Investment Adviser in Salt Lake City, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Mortgage And Financing Inc. Salt Lake City, UT Mar 2023 - Current 1
Loan Factory Salt Lake City, UT Mar 2023 - Current 1
Parexel Salt Lake City, UT Jul 2022 - Current 1
Royal Investment Adviser. Inc. West Jordan, UT Sep 2019 - Current 4
Advent Realty Las Vegas, NV Aug 2018 - Current 5
Realtypath Sandy, UT Dec 2017 - Current 6
Docs Global Durham, NC Jan 2019 - Jun 2022 3
Transamerica Financial Advisors, Inc. South Jordan, UT Jul 2019 - Jul 2019 < 1
Transamerica Inc. So. Jordan, UT Oct 2018 - Jul 2019 < 1
Syneos/inventive Health Morrisville, NC Sep 2016 - Jan 2019 2
Royal Limousine Salt Lake City, UT Jul 2016 - Mar 2018 1
Remax Cottonwood, UT Mar 2017 - Dec 2017 < 1
Covance Princeton, NJ Jan 2016 - Sep 2016 < 1
Ppd Bethesda, MD Nov 2014 - Jan 2016 1
Premier Research Quincy, MA Apr 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Amiteshwar S. Bhatia
Phone Number: 385-495-9897
Registered State(s):
  • UT
Current Firm Details
Royal Investment Adviser
Firm's CRD Number: 305333
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $180,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

UT

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