Bhavin
Thakore

Deutsche Bank Securities Inc

CRD#5311384
Investment Advisor
in San Francisco, CA

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About this Advisor

Bhavin Thakore is a financial advisor working in San Francisco, California, who has 1 year of industry experience. Thakore currently works for Deutsche Bank Securities Inc. Their career trajectory has included roles at Deutsche Bank Securities Inc, Deutsche Bank National Trust Company (Affiliate Of Dbsi), Citigroup Global Markets Inc and Citibank N.A. Thakore maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in California. Deutsche Bank Securities Inc is an advisory business that has its headquarters in New York, NY. The company has a total of 1,585 advisors. It administers $21 million in assets under management across its 15 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 15 accounts, 47% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Fees for financial advisory services usually are based on the financial services offered. However, fee types billed by Deutsche Bank Securities Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

101 California Street
San Francisco, CA 94111

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Deutsche Bank Securities Inc Brokerage Details

Total Assets Under Management

$21,348,952

CA Average: $7,464,549,021
Total Number of Employees

1,585

CA Average: 88
Total Number of Accounts

15

CA Average: 3,892
Average Account Size

$1,423,263

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services

Bhavin Thakore Work History

Bhavin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Deutsche Bank Securities Inc

2022 - Present (2 years)

Deutsche Bank National Trust Company (Affiliate Of Dbsi)

2016 - 2022 (6 years)

Citigroup Global Markets Inc

2016 - 2022 (6 years)

Citibank N.A

2007 - 2016 (9 years)

Citigroup Global Markets 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 Bhavin Thakore 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 Deutsche Bank Securities Inc

Jeffrey Rait
Jacksonville, FL
Mayra Fonseca
Los Angeles, CA
Jean-Philippe Mourra
New York, NY
Benedikt Löneke
New York, NY
Lindsay Mccracken
New York, NY
Nicholas Giovacchini
New York, NY
Yang Li
New York, NY
Zbynek Kozelsky
New York, NY

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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