Vijay Aluwalia
Investment adviser representative at Bergamot Asset Management LP
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$106.5MFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- The Leaders Group IncAug 2025 to now
- Verity Life InsuranceAug 2025 to now
- Bergamot Asset Management LPOct 2021 to now
- Edward JonesSep 2016 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Bergamot Asset Management LP
$106.5MAssets managed
114Clients
4Advisers
Under 1 yearIn 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
- 6652359
- Firm CRD
- 309424