Unclaimed Profile

Niraj Nicholas Bhandari

HA&W WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 6, Series 7, Series 24, Series 28, Series 53, Series 63, Series 65Clean record23 years registeredHA&W WEALTH MANAGEMENT, LLC

5 CONCOURSE PARKWAY, ATLANTA, GA 30328CRD# 2566976Firm CRD# 127333

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Niraj Nicholas Bhandari · ATLANTA, GA

Registration

CRD #2566976 · HA&W WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Apr 2014 – present

HA&W WEALTH MANAGEMENT, LLC

Jun 2003 – Apr 2014

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 28

Series 53

Series 63

Series 65

Registration record

First registered · June 10, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APRIO WEALTH MANAGEMENT, LLC

CRD 127333 · SEC 801-63326

AUM

$1.8B

Regulatory assets under management

Employees

2,121 client accounts

Services offered by APRIO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at APRIO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Niraj Nicholas Bhandari offer?

Niraj Nicholas Bhandari specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Niraj Nicholas Bhandari's credentials?

Niraj Nicholas Bhandari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Niraj Nicholas Bhandari located?

Niraj Nicholas Bhandari is based in ATLANTA, Georgia, working with HA&W WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Niraj Nicholas Bhandari charge for services?

Niraj Nicholas Bhandari's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HA&W WEALTH MANAGEMENT, LLC?

HA&W WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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