Unclaimed Profile

Saju Bahuleyan

ADVANCED EQUITIES, INC.·CHICAGO, Illinois

SIE, Series 4, Series 7, Series 24, Series 27, Series 55, Series 57TO, Series 63, Series 65, Series 99TOClean record18 years registeredADVANCED EQUITIES, INC.

311 SOUTH WACKER, CHICAGO, IL 60606CRD# 2318290Firm CRD# 35545

Profile Verification

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

Identity

Saju Bahuleyan · CHICAGO, IL

Registration

CRD #2318290 · ADVANCED EQUITIES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB & CO., INC.

Jan 2014 – present

ADVANCED EQUITIES, INC.

Apr 2010 – Nov 2012

CHICAGO, IL

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Jan 2008 – Jun 2008

ELMHURST, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · January 24, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVANCED EQUITIES, INC.

CRD 35545 · SEC 801-67983

AUM

$868M

Regulatory assets under management

Employees

209 client accounts

Services offered by ADVANCED EQUITIES, INC.

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at ADVANCED EQUITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Saju Bahuleyan offer?

Saju Bahuleyan specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.

What are Saju Bahuleyan's credentials?

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

Where is Saju Bahuleyan located?

Saju Bahuleyan is based in CHICAGO, Illinois, working with ADVANCED EQUITIES, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Saju Bahuleyan charge for services?

Saju Bahuleyan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVANCED EQUITIES, INC.?

ADVANCED EQUITIES, INC. has approximately 51 employees and manages $868M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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