Unclaimed Profile

Ranjit Bahadur

UNIQUE WEALTH STRATEGIES·BURR RIDGE, Illinois

SIE, Series 6, Series 7, Series 63, Series 65Clean record22 years registeredUNIQUE WEALTH STRATEGIES

570 VILLAGE CENTER DRIVE, STE 203, BURR RIDGE, IL 60527CRD# 2968881Firm CRD# 323994

Profile Verification

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

Identity

Ranjit Bahadur · BURR RIDGE, IL

Registration

CRD #2968881 · UNIQUE WEALTH STRATEGIES · 22 years registered

Brand Profile

Not yet started

Career History

UNIQUE WEALTH STRATEGIES

Jan 2023 – present

UNIQUE WEALTH STRATEGIES

Dec 2022 – Dec 2022

BURR RIDGE, IL

PRIVATE ADVISOR GROUP, LLC

May 2016 – Mar 2023

Burr Ridge, IL

METLIFE SECURITIES INC.

Mar 2004 – May 2016

DOWNERS GROVE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNIQUE WEALTH STRATEGIES

CRD 323994 · SEC 801-127067

AUM

$251M

Regulatory assets under management

Employees

708 client accounts

Services offered by UNIQUE WEALTH STRATEGIES

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UNIQUE WEALTH STRATEGIES →

Introduction

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Frequently Asked Questions

What services does Ranjit Bahadur offer?

Ranjit Bahadur specializes in Financial Planning, Investment Management. Contact their office in BURR RIDGE, Illinois for a consultation.

What are Ranjit Bahadur's credentials?

Ranjit Bahadur is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ranjit Bahadur located?

Ranjit Bahadur is based in BURR RIDGE, Illinois, working with UNIQUE WEALTH STRATEGIES. Their office serves clients in the BURR RIDGE metropolitan area and surrounding communities.

How does Ranjit Bahadur charge for services?

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

How large is UNIQUE WEALTH STRATEGIES?

UNIQUE WEALTH STRATEGIES has approximately 7 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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