Unclaimed Profile

Chetan Rastogi

HERON BAY CAPITAL MANAGEMENT, LLC·BLOOMFIELD HILLS, Michigan

Series 65Clean record5 years registeredHERON BAY CAPITAL MANAGEMENT, LLC

40701 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 7330130Firm CRD# 305537

Profile Verification

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

Identity

Chetan Rastogi · BLOOMFIELD HILLS, MI

Registration

CRD #7330130 · HERON BAY CAPITAL MANAGEMENT, LLC · 5 years registered

Brand Profile

Not yet started

Career History

HERON BAY CAPITAL MANAGEMENT

Jan 2021 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 20, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERON BAY CAPITAL MANAGEMENT, LLC

CRD 305537 · SEC 801-117590

AUM

$563M

Regulatory assets under management

Employees

342 client accounts

Services offered by HERON BAY CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERON BAY CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Chetan Rastogi offer?

Chetan Rastogi specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Chetan Rastogi's credentials?

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

Where is Chetan Rastogi located?

Chetan Rastogi is based in BLOOMFIELD HILLS, Michigan, working with HERON BAY CAPITAL MANAGEMENT, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Chetan Rastogi charge for services?

Chetan Rastogi'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 HERON BAY CAPITAL MANAGEMENT, LLC?

HERON BAY CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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