NB
Nauman A. Bhatti
OLD FORGE ADVISORS
CHICAGO, IL
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CRD#: 6326559
NB
Professional summary
Nauman Akram Bhatti is a registered financial advisor currently at OLD FORGE ADVISORS located in Chicago, Illinois.
Nauman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nauman has worked at 1 firm and has passed the Series 65 and Series 3 exams.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nauman Akram Bhatti's 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®
NoneExperience
Current
July 15, 2025 - Present
OLD FORGE ADVISORS
RIA
CRD#: 334598
CHICAGO, IL
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(7/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
OF
OLD FORGE ADVISORS
OLD FORGE ADVISORS | OLD FORGE ADVISORS LLC
CRD#: 334598 / SEC#:
Illinois
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Contact information
Main Address
Chicago, IL
Mailing Address
Phone number
(312) 549-9080
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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