Deepak
Malhotra

Strategic Wealth Solutions LLC

CRD#5697204
Investment Advisor
in Lincroft, NJ

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About this Advisor

Deepak Malhotra is a financial advisor working out of Lincroft, New Jersey with a total of 2 years of relevant experience. Malhotra is an employee of Strategic Wealth Solutions LLC. Over the course of their career, they have held roles at Nylife Securities LLC, New York Life Ins Company, Mml Investors Services, Mass Mutual, Northeast Solution, Penn Mutual, Hornor Townsend & Kent Inc and Strategic Wealth Solutions LLC. Malhotra maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in New Jersey and New York. Strategic Wealth Solutions LLC is a registered investment company with a branch in Lincroft, New Jersey.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Office Location

Lincroft, NJ

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Deepak Malhotra Work History

Deepak has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Strategic Wealth Solutions LLC

2018 - Present (6 years)

Hornor Townsend & Kent Inc

2012 - Present (12 years)

Northeast Solution

2018 - 2019 (1 year)

Penn Mutual

2014 - 2018 (4 years)

Mml Investors Services

2013 - 2018 (5 years)

Mass Mutual

2009 - 2014 (5 years)

Nylife Securities LLC

2009 - 2013 (4 years)

New York Life Ins Company

*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 Deepak Malhotra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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