AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RB

Ranjit Bahadur

UNIQUE WEALTH STRATEGIES
Burr Ridge, IL 60527
Some features on this profile are disabled
CRD#: 2968881
RB

Professional summary

Ranjit Bahadur is a registered financial advisor currently at UNIQUE WEALTH STRATEGIES located in Burr Ridge, Illinois.

Ranjit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ranjit has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
10/13/2022 - Creative Legacy Planning - Investment Related - At Reported Business Location(s) & Home - Non-Variable Insurance - Start Date - 09/01/2022 - 40 Hours Per Month/2 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ranjit Bahadur's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 17, 2023 - Present

UNIQUE WEALTH STRATEGIES

Office #1: 570 Village Center Drive, Ste 203, Burr Ridge, IL 60527
RIA
CRD#: 323994
Burr Ridge, IL
Past

December 19, 2022 - December 20, 2022

UNIQUE WEALTH STRATEGIES

RIA
CRD#: 323994
BURR RIDGE, IL
Past

May 18, 2016 - March 29, 2023

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
Burr Ridge, IL
Past

May 16, 2016 - May 9, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
BURR RIDGE, IL
Past

March 2, 2004 - May 17, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
DOWNERS GROVE, IL
Past

December 23, 1997 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
DOWNERS GROVE, IL
Past

December 23, 1997 - May 17, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
DOWNERS GROVE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UW
UNIQUE WEALTH STRATEGIES
UNIQUE MULTI FAMILY OFFICE, LLC | UNIQUE WEALTH STRATEGIES

CRD#: 323994 / SEC#: 801-127067

RIA
Registered Investment Advisory firm - (12/16/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/17/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/6/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/31/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/10/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/23/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

UW
UNIQUE WEALTH STRATEGIES
UNIQUE MULTI FAMILY OFFICE, LLC | UNIQUE WEALTH STRATEGIES

CRD#: 323994 / SEC#: 801-127067

RIA
Registered Investment Advisory firm - (12/16/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527
Mailing Address
Phone number
(630) 318-0565
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

UWS PART 2A BROCHURE (8/24/2025)
UWS WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts805
AUM (Assets Under Management)$ 312,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

UNIQUE WEALTH STRATEGIES

CRD#: 323994Burr Ridge, IL 60527

TRUST BUT VERIFY

Monitor Ranjit Bahadur

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Robert J Meyers
Robert MeyersAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Frankfort, IL
JF
James FlanaganAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Downers Grove, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Chicago, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics