Mahak Chaudhry is a CFP, ChFC-designated registered investment advisor, based in San Ramon, CA, with 7 years of industry experience.
Location
3001 Bishop Drive, Suite 300, San Ramon, CA, 94583
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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
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 7 mos
Cetera Investment Services LLCBroker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Edward Jones
January 2019 - December 2024 · 5 yrs 11 mos
Edward JonesBroker
November 2018 - December 2024 · 6 yrs 1 mo
State Registrations9 states
AZCACOFLIDILNYORWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.