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Gaurav Chand Lall

VCP Financial LLC

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About Gaurav Chand Lall

Gaurav Chand Lall is a financial professional with over 15 years of experience in the financial services industry. Gaurav is currently registered with VCP Financial LLC and has experience with various financial services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Gaurav is also a co-founder and Managing Partner of LIFE 143, LLC, a life and health insurance sales company. Prior to joining VCP Financial LLC, Gaurav has worked with firms like SA Stone Wealth Management Inc., Synergy Investment Group, LLC, Reuven Enterprises Securities Division, LLC, and Kovack Securities Inc.

Firm Information

Gaurav Lall is currently registered with VCP Financial LLC. VCP Financial LLC is an investment advisory firm based in Staten Island, NY, with a website at HTTP://WWW.VCPFINANCIAL.COM/. The firm advises individuals, businesses, and pension and profit-sharing plans. VCP Financial LLC manages approximately $114,669,225 in assets. Their advisory services include financial planning, pension consulting, and selection of other advisors.
VCP Financial LLC

2535 VICTORY BOULEVARD

STATEN ISLAND, NY 10314

$114.67M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gaurav Lall’s Registration & Firm History

NY

11/02/2023 - Present

VCP Financial LLC (STATEN ISLAND NY)

NY

02/17/2012 - 12/31/2017

SA STONE WEALTH MANAGEMENT INC. (NEW YORK NY)

NY

12/24/2009 - 03/07/2012

SYNERGY INVESTMENT GROUP, LLC (NEW YORK NY)

NY

11/16/2006 - 12/23/2009

REUVEN ENTERPRISES SECURITIES DIVISION, LLC (NEW YORK NY)

NY

12/11/2003 - 11/20/2006

KOVACK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/16/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gaurav Chand Lall.
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