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Jay Kumar Chitnis

YIELDQUEST ADVISORS, LLC·ATLANTA, Georgia
Clean recordYIELDQUEST ADVISORS, LLC
3280 PEACHTREE ROAD, ATLANTA, GA 30305CRD# 2038685Firm CRD# 132230

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Kumar Chitnis · ATLANTA, GA
Registration
CRD #2038685 · YIELDQUEST ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Kumar Chitnis is a registered financial advisor based in ATLANTA, Georgia, affiliated with YIELDQUEST ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
YIELDQUEST ADVISORS, LLC
YIELDQUEST ADVISORS, LLC
AUM
$6M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at YIELDQUEST ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2038685
Firm CRD# 132230
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Kumar Chitnis offer?
Jay Kumar Chitnis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Jay Kumar Chitnis's credentials?
Jay Kumar Chitnis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Kumar Chitnis located?
Jay Kumar Chitnis is based in ATLANTA, Georgia, working with YIELDQUEST ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Jay Kumar Chitnis charge for services?
Jay Kumar Chitnis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YIELDQUEST ADVISORS, LLC?
YIELDQUEST ADVISORS, LLC has approximately 5 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at YIELDQUEST ADVISORS, LLC

Cameron White Parkhurst
ATLANTA, GA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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