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Pooja Anjali Chawla

Advisory Services Network

Atlanta, GA

Princeton, NJ

CRD 5351244

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-06
NJ RA APPROVED 2020-07-15
PA RA APPROVED 2019-05-10
  • NY RA
    APPROVED
    Since 2021-04-06
  • NJ RA
    APPROVED
    Since 2020-07-15
  • PA RA
    APPROVED
    Since 2019-05-10

Branch Locations

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

100 Overlook Center 2Nd Floor, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Hightstown NJ 05/2016 11/2016
Wells Fargo Clearing Services, Llc Hightstown NJ 11/2016 10/2018
Golden Pine Consulting, Llc Holland PA 10/2018 Present
Advisory Services Network, Llc Atlanta GA 05/2019 Present
  • 05/2016 → 11/2016
    Wells Fargo Advisors Llc
    Hightstown, NJ
  • 11/2016 → 10/2018
    Hightstown, NJ
  • 10/2018 → Present
    Golden Pine Consulting, Llc
    Holland, PA
  • 05/2019 → Present
    Advisory Services Network, Llc
    Atlanta, GA
Previous Registrations
Other Businesses

1) Golden Pine Consulting, LLC - Managing Director, business consulting on operations since 10/2018. Not investment related. Time spent approx. 30 hrs/month, 20 hrs during trading hours. 2) Your Choice Freight, LLC - Managing Director, transportation and logistics business since 12/2018; not investment related. Time spent approx. 25 hrs/month, 5 hrs during trading hours. 3) MediaFusion Entertainment x Screenlight: Film Finance Advisor for independent film company since 04/2026. Not investment related. Time spent approx. 10 hrs/month, 1 hr during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-29
S63 Uniform Securities Agent State Law Examination 2008-10-07
  • S66 Uniform Combined State Law Examination
    2016-07-29
  • S63 Uniform Securities Agent State Law Examination
    2008-10-07

View on SEC IAPD

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