BM
BM

Bhagwati Mahendru

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,958 clients
Average Client Portfolio
$175K average
Assets Under Management
$343.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1201 N. Orange Street, Suite 729, Wilmington, DE, 19801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bhagwati is the president of Mahendru Financial Group and a sole proprietor providing insurance services (health, life, disability, and annuities). He also serves as a board member for Valley Family Center, is the chairman and CEO of Nanser Inc (managing personal investments), and is an investment advisory representative for Realta Investment Advisors, Inc.

Employment History
Current Registrations
Realta Equities, INC.Broker
November 2024 - Present · 1 yr 3 mos
Realta Investment Advisors, INC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Cetera Advisors LLCBroker
September 2022 - November 2024 · 2 yrs 2 mos
Cetera Investment Advisers LLC
November 2020 - November 2024 · 4 yrs
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.Broker
February 2002 - September 2022 · 20 yrs 7 mos
Interfirst Capital CorporationBroker
August 1993 - February 2002 · 8 yrs 6 mos
State Registrations10 states
AZCAFLGAINNHNJNYTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.