Shobhana Subramaniyan, financial advisor Vernon Hills IL

Shobhana Subramaniyan

CRD Number: 7113311
Current Firm: Bcu Wealth Advisors, LLC

Shobhana Subramaniyan (CRD# 7113311) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bcu Wealth Advisors, LLC Vernon Hills, IL Jul 2022 - Current < 1
Cuso Financial Services, LP Vernon Hills, IL Jul 2022 - Current < 1
Bank Of America, N.a. Northbrook, IL Jun 2019 - Jul 2022 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook, IL Apr 2019 - Jul 2022 3
Dovenmuehle Mortgage Inc. Lake Zurich, IL Sep 2017 - Apr 2019 1
Aerotek Staffing Chicago, IL Mar 2017 - Sep 2017 < 1
Vernon Hills Montessori Academy Vernon Hills, IL Jan 2017 - Mar 2017 < 1
Vernon Hills Montessori Academy Vernon Hills, IL Feb 2016 - Dec 2016 < 1
Unemployed Vernon Hills, IL Dec 2015 - Feb 2016 < 1
Vernon Hills Montessori Academy Vernon Hills, IL Jul 2015 - Nov 2015 < 1
Unemployed Vernon Hills, IL Feb 2014 - Jul 2015 1
Aat Media College Chennai, Jul 2008 - Feb 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Shobhana Subramaniyan
Phone Number: 847-932-8007
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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