Bhagwati
Mahendru

Cetera Investment Advisers LLC

CRD#2360416
Investment Advisor
in Granada Hills, CA

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About this Advisor

Bhagwati Mahendru is a financial advisor working in Granada Hills, California who has 3 years of industry experience. Mahendru currently works for Cetera Investment Advisers LLC. Their career trajectory has included roles at First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services and Cetera Advisors LLC. Mahendru has a Series 63 license, certifying them as a securities broker, and is able to advise clients in California and Texas. Cetera Investment Advisers LLC is an advisory company based out of Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It administers $33 billion in assets among its 176,986 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 431 charitable organizations. Of its 176,986 accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. Cetera Investment Advisers LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. Fee types billed by Cetera Investment Advisers LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

13451 Mission Tierra Way
Granada Hills, CA 91344

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

CA Average: $6,674,516,078
Total Number of Employees

3,094

CA Average: 44
Total Number of Accounts

176,986

CA Average: 2,564
Average Account Size

$188,469

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bhagwati Mahendru Work History

Bhagwati has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Cetera Advisors LLC

2020 - Present (4 years)

First Allied Advisory Services

2012 - 2020 (8 years)

First Allied Advisory Services, Inc

2002 - 2022 (20 years)

First Allied Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bhagwati Mahendru to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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