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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nakul? Claim Your ProfileNakul Chaturvedi is an Investment Advisor Representative with Wasatch Advisors LP, registered with the state of Utah. Nakul has been in the industry since 2009 and has experience with a variety of firms, including Voya Investment Management, Brown Brothers Harriman, and Wasatch Global Investors. Nakul holds the Series 65 license and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio data to clients
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
08/01/2024 - Present
Wasatch Advisors LP (Salt Lake City UT)
IA
Issued 07/31/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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