SB
Simranjot S. Bachal
CIRCUIT WEALTH LLC
BURLINGAME, CA 94010
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CRD#: 6579513
SB
Professional summary
Simranjot Singh Bachal is a registered financial advisor currently at CIRCUIT WEALTH LLC located in Burlingame, California.
Simranjot is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Simranjot has worked at 2 firms .
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 Simranjot Singh Bachal'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
May 9, 2025 - Present
CIRCUIT WEALTH LLC
Office #1: 851 Burlway Rd., Ste 306, Burlingame, CA 94010RIA
CRD#: 335718
BURLINGAME, CA
Past
December 16, 2024 - July 15, 2025
WOODSON WEALTH MANAGEMENT
RIA
CRD#: 309313
San Mateo, CA
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
California(5/9/2025)
Exams
Current Firm
CW
CIRCUIT WEALTH LLC
CIRCUIT WEALTH LLC
CRD#: 335718 / SEC#:
California
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Contact information
Main Address
851 Burlway Rd., Ste 306, Burlingame, CA 94010
Mailing Address
Phone number
(650) 220-7555
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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