Unclaimed Profile

Amitabh Chandra

CROW POINT PARTNERS, LLC·HINGHAM, Massachusetts

SIE, Series 7, Series 66Clean record8 years registeredCROW POINT PARTNERS, LLC

25 RECREATION PARK DRIVE, HINGHAM, MA 02043-4256CRD# 6013819Firm CRD# 141836

Profile Verification

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

Identity

Amitabh Chandra · HINGHAM, MA

Registration

CRD #6013819 · CROW POINT PARTNERS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 29, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROW POINT PARTNERS, LLC

CRD 141836 · SEC 801-67184

AUM

$274M

Regulatory assets under management

Employees

9 client accounts

Services offered by CROW POINT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at CROW POINT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Amitabh Chandra offer?

Amitabh Chandra specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HINGHAM, Massachusetts for a consultation.

What are Amitabh Chandra's credentials?

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

Where is Amitabh Chandra located?

Amitabh Chandra is based in HINGHAM, Massachusetts, working with CROW POINT PARTNERS, LLC. Their office serves clients in the HINGHAM metropolitan area and surrounding communities.

How does Amitabh Chandra charge for services?

Amitabh Chandra'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 CROW POINT PARTNERS, LLC?

CROW POINT PARTNERS, LLC has approximately 4 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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