Ranjit Bahadur

Employer firm

Unique Wealth Strategies CRD 323994

$382M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2022
  Lpl Financial, Llc
  Burr Ridge, IL
• 05/2016 → 12/2022
  Private Advisor Group, Llc
  Burr Ridge, IL
• 11/2022 → Present
  Unique Wealth Strategies, Llc
  Burr Ridge, IL

Previous Registrations

• 2016-05-18 → 2023-03-29
  Private Advisor Group, Llc
  Burr Ridge, IL
  Morristown, NJ
  Burr Ridge, IL
• 2022-12-19 → 2022-12-20
  Unique Wealth Strategies
  Burr Ridge, IL
• 2004-03-02 → 2016-05-17
  Msi Financial Services, Inc.
  Downers Grove, IL
  Downers Grove, IL

Other Businesses

10/13/2022 - Creative Legacy Planning - Investment Related - At Reported Business Location(s) & Home - Non-Variable Insurance - Start Date - 09/01/2022 - 40 Hours Per Month/2 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-06
• S63 Uniform Securities Agent State Law Examination
  1998-01-31