Vidur Bhalla is a CFA-designated registered investment advisor, based in New York, NY, with 39 years of industry experience. Vidur is also registered as a broker, so some compensation may come from commissions on products sold.
Location
711 3rd Avenue Suite 1802, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vidur works as a portfolio manager for Herold Advisors, Inc., dedicating about half of his time to portfolio construction and management since 1999. He also serves as a director for the charity Mission for Vision (USA), spending minimal time on filing and donations.
Employment History
Current Registrations
Herold & Lantern Investments, INC.
Herold & Lantern Investments, INC.Broker
Herold Advisors, INC.
Previous Registrations
Bradley Woods & CO. LTD.Broker
Bernard Herold & CO., INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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