Ashu Chopra
Investment adviser representative at Syon Capital LLC
22 yearsExperience
2 statesRegistered in
$4.4BFirm assets
4 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Syon Capital LLCSep 2022 to now
- Bank of America, N.A.Sep 2009 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2004 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Syon Capital LLC
$4.4BAssets managed
72Clients
12Advisers
4 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
- 4263099
- Firm CRD
- 322776