Haley Bhatt
Professional Summary
Haley Bhatt, who also goes by Haley Hitesh Bhatt, is a registered financial advisor currently at FLOW TRADERS U.S. INSTITUTIONAL TRADING LLC located in New York, New York. Haley is registered as a RR (Registered Representative) and started their career in finance in 2025. Haley has worked at 2 firms and has passed the Series 63, Series 3, Series 7TO, Series 57TO, Series 99TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Haley Hitesh Bhatt
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FLOW TRADERS U.S. INSTITUTIONAL TRADING LLC
Contact Information
Main Address
1114 Avenue Of The Americas 4th Floor, New York, NY 10036Mailing Address
1114 Avenue Of The Americas 4th Floor, New York, NY 10036Phone Number
(917) 210-5000Established
Delaware since 11/12/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Haley Bhatt's CRS (Customer Relationship Summary).
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