Chetan Rastogi
Investment adviser representative at Heron Bay Capital Management
23 yearsExperience
1 stateRegistered in
$643.8MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Heron Bay Capital ManagementOct 2020 to now
- UnemployedJun 2020 to Oct 2020
- Seizert Capital PartnersOct 2018 to May 2020
- Empowerment International, IncAug 2003 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Heron Bay Capital Management
Legal name: Heron Bay Capital Management, LLC
$643.8MAssets managed
127Clients
6Advisers
6 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
- 7330130
- Firm CRD
- 305537