Ranjit Bahadur
Investment adviser representative at Unique Wealth Strategies
10 yearsExperience
1 stateRegistered in
$381.5MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Unique Wealth Strategies, LLCNov 2022 to now
- LPL Financial, LLCMay 2016 to Dec 2022
- Private Advisor Group, LLCMay 2016 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (IL).
Unique Wealth Strategies
$381.5MAssets managed
397Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2968881
- Firm CRD
- 323994