Aneil P. Murthy

CHANDLER ASSET MANAGEMENT

Walnut Creek, CA 94596

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CRD#: 5745037

Professional summary

Aneil P Murthy, who also goes by Neil Murthy, is a registered financial advisor currently at CHANDLER ASSET MANAGEMENT INC located in Walnut Creek, California and CHANDLER DISTRIBUTION SERVICES, LLC located in Oakland, California.

Aneil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Aneil has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Neil Murthy

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.

Chandler Asset Management, Inc.; Investment-related; 9255 Towne Centre Drive, Suite 600, San Diego, CA 92121; Investment Advisor; Relationship Manager; Start: 03/2020; 40 hrs./week during trading hrs.; investment advisory.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aneil P Murthy'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

May 29, 2020 - Present

CHANDLER ASSET MANAGEMENT INC

Office #1: 2121 N. California Blvd. Suite 830, Walnut Creek, CA 94596

RIA

CRD#: 107287

Walnut Creek, CA

Current

January 6, 2025 - Present

CHANDLER DISTRIBUTION SERVICES, LLC

Office #1: 1901 Harrison Street Ste 1100, Oakland, CA 94612

CRD#: 331780

Oakland, CA

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".

CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA

Registered Investment Advisory firm - (7/22/1993 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(5/29/2020)

California
(1/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/30/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/29/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/1/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA

Registered Investment Advisory firm - (7/22/1993 Approved)

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Contact information

Main Address

9255 Towne Centre Drive Suite 600, San Diego, CA 92121

Mailing Address

Phone number

(858) 546-3737

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHANDLER ADV PART 2 2025SEP08 (9/8/2025)

Regulatory assets under management

Total Number of Accounts	1,049
AUM (Assets Under Management)	$ 41,582,938,832

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.

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Firm Stability Insights

Aneil P. Murthy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aneil P Murthy's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHANDLER DISTRIBUTION SERVICES, LLC

Primary Firm SEC Registration

CHANDLER ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/30/2024

Series 65

Date: 5/29/2020

Series 7TO

Date: 11/1/2024

SIE

Date: 8/1/2024

FINRA

Current Firm

CHANDLER ASSET MANAGEMENT INC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANDLER ASSET MANAGEMENT INC

TRUST BUT VERIFY

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