AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MP

Milind S. Pandit

HIMALAYA STRATEGIES
Portland, OR
Some features on this profile are disabled
CRD#: 7482585
MP

Professional summary

Milind Sudhakar Pandit is a registered financial advisor currently at HIMALAYA STRATEGIES located in Portland, Oregon.

Milind is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Milind has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
DBA: Milind S. Pandit Not investment-related 3300 NW Bauer Woods Drive, Portland, OR 97229 Car rental on Turo platform Sole proprietor Sole proprietor May, 2021 12 hours/month 1 hour during securities trading hours Clean and fuel cars before renting them out

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milind Sudhakar Pandit'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

January 27, 2025 - Present

HIMALAYA STRATEGIES

RIA
CRD#: 317715
Portland, OR
Past

May 17, 2022 - December 31, 2024

HIMALAYA STRATEGIES

RIA
CRD#: 317715
PORTLAND, OR

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
Oregon
(1/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/4/2021
Uniform Investment Adviser Law Examination

Current Firm

HS
HIMALAYA STRATEGIES
HIMALAYA CAPITAL LLC | HIMALAYA STRATEGIES

CRD#: 317715 / SEC#:

Oregon
Registered Investment Advisory firm - (5/17/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Portland, OR
Mailing Address
Phone number
+1 (503) 690-0295
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 315,032

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

HIMALAYA STRATEGIES

CRD#: 317715Portland, OR

TRUST BUT VERIFY

Monitor Milind Pandit

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics