Bansi Kachalia

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-06-03
NY	RA	APPROVED	2021-04-19
CT	RA	APPROVED	2019-03-06

Branch Locations

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

Organization	City	State	From	To
American Portfolios Financial Services, Inc.	New York	NY	03/2017	08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	01/2019	Present
Nyu School Of Professional Studies	New York	NY	11/2014	12/2016
Unemployed	New York	NY	12/2016	03/2017
Unemployed	New York	NY	08/2018	01/2019
Bank Of America, N.A.	New York	NY	04/2019	Present

03/2017 → 08/2018

American Portfolios Financial Services, Inc.

New York, NY
01/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
11/2014 → 12/2016

Nyu School Of Professional Studies

New York, NY
12/2016 → 03/2017

Unemployed

New York, NY
08/2018 → 01/2019

Unemployed

New York, NY
04/2019 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-03-05
S63	Uniform Securities Agent State Law Examination	2018-07-02
S66	Uniform Combined State Law Examination	2009-12-27

Nearby Firms