Nikhil Bhatnagar
Professional Summary
Nikhil Bhatnagar, who also goes by Nikhil Bhatnager, is a registered financial advisor currently at AUERBACH GRAYSON & COMPANY LLC located in New York, New York. Nikhil is registered as a RR (Registered Representative) and started their career in finance in 2011. Nikhil has worked at 2 firms and has passed the Series 66, Series 79, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nikhil Bhatnager
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
AGCO | JL AUERBACH & COMPANY INCORPORATED | AUERBACH GRAYSON & COMPANY LLC | AUERBACH GRAYSON & COMPANY INCORPORATED | AUERBACH GRAYSON & CO. | AUERBACH GRAYSON | AUERBACH
Contact Information
Main Address
20w 55th Street 4th Floor, New York, NY 10019Mailing Address
20w 55th Street, New York, NY 10019Phone Number
(212) 557-4444Established
Delaware since 01/29/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/23/2016)
(6/23/2016)
(6/23/2016)
(6/23/2016)
(6/17/2013)
(6/23/2016)
(6/23/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Nov 2018About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Nikhil Bhatnagar's CRS (Customer Relationship Summary).
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