Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rohit? Claim Your ProfileRohit K Bhalla is a financial advisor with Sanctuary Advisors, LLC, specializing in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Rohit K Bhalla has been in the industry since November 6, 1995, and previously worked at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
05/12/2023 - Present
Sanctuary Advisors, LLC (SHORT HILLS NJ)
NJ
03/17/2017 - 06/06/2023
MORGAN STANLEY (Short Hills NJ)
NJ
01/08/2002 - 03/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NY
08/17/2001 - 11/08/2001
KAUPTHING SECURITIES, INC. (NEW YORK CITY NY)
NY
07/12/1999 - 07/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/25/1994 - 04/02/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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