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PH

Prem G. Hira

INVESTRY
Scarsdale, NY 10583
Some features on this profile are disabled
CRD#: 7292296
PH

Professional summary

Prem G Hira, who also goes by Prem Gul Hira, is a registered financial advisor currently at INVESTRY, LLC located in Scarsdale, New York.

Prem is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Prem has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Prem Gul Hira

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Prem G Hira'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®
None

Experience

Current

August 31, 2021 - Present

INVESTRY, LLC

Office #1: 2 Overhill Road, Suite 400, Scarsdale, NY 10583
RIA
CRD#: 310803
Scarsdale, NY

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
New York
(8/31/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/21/2019
Uniform Investment Adviser Law Examination

Current Firm

IL
INVESTRY, LLC
INVESTRY, LLC

CRD#: 310803 / SEC#:

New York
Registered Investment Advisory firm - (10/2/2020 Approved)
PREMIUM
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Contact information

Main Address
2 Overhill Road, Suite 400, Scarsdale, NY 10583
Mailing Address
Phone number
(914) 721-6040
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts21
AUM (Assets Under Management)$ 8,916,827

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.

Company Information

INVESTRY, LLC

CRD#: 310803Scarsdale, NY 10583

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