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Jitendra Raju Bhatia

BNY Mellon Securities Corp.

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About Jitendra Raju Bhatia

Jitendra Bhatia is a registered representative with BNY Mellon Securities Corp. and has been in the industry since 2006. Jitendra has experience in providing portfolio management for businesses and individuals. Jitendra holds Series 7, 63, 24 and SIE licenses and is currently registered in New York. Previously, Jitendra worked at ADP Broker-Dealer, Inc. and MBSC Securities Corporation.

Firm Information

Jitendra Bhatia is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

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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Jitendra Bhatia’s Registration & Firm History

NY

03/16/2017 - Present

BNY Mellon Securities Corp. (UNIONDALE NY)

NJ

08/31/2016 - 03/06/2017

ADP BROKER-DEALER, INC. (ROSELAND NJ)

NY

06/19/2007 - 01/07/2015

MBSC SECURITIES CORPORATION (NEW YORK NY)

FL

11/23/2006 - 03/09/2007

AURA FINANCIAL SERVICES, INC. (W. PALM BEACH FL)

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Licenses & Designations

BC

Issued 01/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jitendra Raju Bhatia.
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