Saurav Ryan Bhattacharyya
Investment adviser representative at Vanderbilt Advisory Services
19 yearsExperience
2 statesRegistered in
$2.1BFirm assets
13 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Vanderbilt Advisory ServicesOct 2020 to now
- Vanderbilt Securities., LLCOct 2020 to now
- Premac Wealth Management ServicesMay 2010 to now
- Cambridge Investment Research Advisors, Inc.Dec 2018 to Oct 2020
- Cambridge Investment Research, Inc.Dec 2018 to Oct 2020
- Princor Financial Services CorporationDec 2007 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 5464580
- Firm CRD
- 116537