Nandita Bhattacharjee
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nandita Bhattacharjee, who also goes by Nandita Reeser Bhattacharjee, was a registered financial professional .
Nandita is a previously registered financial professional and started their career in finance in 2018. Nandita had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 1, 2021 - June 30, 2023
GROVE POINT ADVISORS, LLC
February 12, 2019 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
August 29, 2018 - June 30, 2023
GROVE POINT INVESTMENTS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
GROVE POINT ADVISORS, LLC
CRD#: 313171 / SEC#: 801-56879
Contact information
Regulatory assets under management
| Total Number of Accounts | 9,556 |
| AUM (Assets Under Management) | $ 2,470,347,917 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 10/26/2023 | ||
| 02/28/2023 |
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.
