Akhil Bhalla is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in New York, NY, with 10 years of industry experience. Akhil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1095 Avenue of the Americas, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Akhil is a co-owner of ABVC LLC, which purchases, renovates, and sells houses, and co-owns two rental properties in Voorhees and Pemberton, NJ. He spends minimal time on each of these activities.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
PNC Investments
PNC InvestmentsBroker
State Registrations2 states
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