Victor Kushal Heetai
Investment adviser representative at The Capital Chart Room, Ltd
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$400.9MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Capital Chart Room, LtdJan 2019 to now
- WhataburgerAug 2018 to Dec 2018
- Neal FinancialMay 2018 to Aug 2018
- Insomnia CookiesAug 2017 to May 2018
- GamestopNov 2016 to Jan 2017
- Texas Tech UniversityAug 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Capital Chart Room, Ltd
$400.9MAssets managed
65Clients
4Advisers
24 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
- 6949250
- Firm CRD
- 117980