Amir A Dadabhoy
Investment adviser representative at Valtrion Capital Management, LLC
14 yearsExperience
2 statesRegistered in
$287.3MFirm assets
2 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
Experience
14 years in the industry.
- Valtrion Capital Management, LLCJun 2025 to now
- Bgw Wealth Advisors, LLCOct 2023 to Jun 2025
- Kestra Investment Services, LLCMar 2023 to Oct 2023
- Kestra Private Wealth Services, LLCMar 2023 to Oct 2023
- Bgw Wealth Advisors, LLCMay 2022 to Mar 2023
- Morgan Stanley Smith BarneyJan 2012 to May 2022
- Morgan StanleyJan 2012 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TN).
Valtrion Capital Management, LLC
$287.3MAssets managed
188Clients
6Advisers
2 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
- 4056077
- Firm CRD
- 318048