Saurav Bhattacharyya, financial advisor Woodbury NY

Saurav Bhattacharyya

CRD Number: 5464580
Current Firm: Vanderbilt Advisory Services

Saurav Bhattacharyya (CRD# 5464580) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Vanderbilt Securities., LLC Woodbury, NY Oct 2020 - Current 1
Vanderbilt Advisory Services Woodbury, NY Oct 2020 - Current 1
Premac Wealth Management Services West Des Moines, IA May 2010 - Current 12
Cambridge Investment Research, Inc. Fairfield, IA Dec 2018 - Oct 2020 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2018 - Oct 2020 1
Princor Financial Services Corporation West Des Moines, IA Dec 2007 - Dec 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Saurav R. Bhattacharyya
Phone Number: 631-845-5100
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    1,043
    MILLIONS
  • Total Number of Accounts
    4,420
    ACCOUNTS
  • Average Account Value
    $235,927
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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