Vijay Aluwalia is a CFP-designated registered investment advisor, based in Princeton, NJ, with 9 years of industry experience.
Location
300 Carnegie Center, Suite 140, Princeton, NJ, 08540
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Leaders Group, INC.
December 2025 - Present · 5 mos
The Leaders Group, INC.Broker
December 2025 - Present · 5 mos
Bergamot Asset Management LP
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Edward Jones
September 2016 - October 2021 · 5 yrs 1 mo
Edward JonesBroker
July 2016 - October 2021 · 5 yrs 3 mos
State Registrations4 states
FLNJNYPA
AdvisorBrokerBoth
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
No exam information available for this advisor.