Gaurav
Lall

Vcp Financial LLC

CRD#4738175
Investment Advisor
in Staten Island, NY

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About this Advisor

Gaurav Lall is a financial advisor based in Staten Island, New York, working with Vcp Financial LLC. Gaurav has previously held positions at Sterne Agee and Vcp Financial LLC. Gaurav has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Georgia, Illinois, Kansas, Michigan, Minnesota, Nebraska, New Jersey, New York, Ohio, Texas, Washington, and Wisconsin. Currently, Gaurav is part of Vcp Financial LLC, which operates out of Staten Island, New York. The firm has 4 employees and manages assets totaling $99.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Vcp Financial LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2535 Victory Boulevard
Staten Island, NY 10314

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Vcp Financial LLC Brokerage Details

Total Assets Under Management

$99,449,851

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

4

NY Average: 88
Total Number of Accounts

402

NY Average: 3,892
Average Account Size

$247,388

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Gaurav Lall Work History

2013 - Present (11 years)

Vcp Financial LLC

2012 - 2017 (5 years)

Sterne Agee

Disclosures

Please visit the SEC profile of Gaurav Lall 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 Vcp Financial LLC

Tamir Shabat
Staten Island, NY
Gaurav Lall
Staten Island, NY
Danny Spiegel
Staten Island, NY
Joseph Orlando
Staten Island, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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