Saurav BhattacharyyaCRD 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.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Citigroup Global Markets Inc.
|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|
Total Assets Under Management1,043MILLIONS
Total Number of Accounts4,420ACCOUNTS
Average Account Value$235,927
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
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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