Rajnish Bhuyan
Rajnish Bhuyan is a registered investment advisor at Newedge Advisors, based in Saint Petersburg, FL, with 35 years of industry experience. Rajnish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
2253 Central Avenue, Unit 101, Saint Petersburg, FL, 33713
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2002Customer Dispute
May 1997Other Business Activities
Rajnish is an Investment Advisor Representative with Tactical Wealth Management dba NewEdge Advisors, LLC since May 2024. He is also a Partner at Bhuyan Wealth Management, LLC for tax purposes, dedicating minimal time, and a Board Member for First Tee Organization, spending a few hours per week.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.