Akhil Bhalla

Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 02/2016 → 04/2017
  Pnc Investments
  Fort Lee, NJ
• 05/2017 → 10/2023
  First Republic Securities Company, Llc
  New York, NY
• 05/2017 → 10/2023
  First Republic Bank
  New York, NY
• 09/2023 → 10/2023
  J.P. Morgan Securities Llc
  New York, NY
• 10/2023 → Present
  U.S. Bank
  New York, NY
• 01/2024 → 02/2026
  U.S. Bancorp Investments, Inc.
  New York, NY
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  New York, NY

Previous Registrations

• 2024-02-20 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  New York, NY
  New York, NY
  Philadelphia, PA
• 2017-05-18 → 2023-10-16
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY
• 2015-10-13 → 2017-04-28
  Pnc Wealth Management Llc
  Madison, NJ
  Woodland Park, NJ
  Fort Lee, NJ
  New York, NY

Other Businesses

1. ABVC LLC; Investment Related; Edgewater, NJ; House purchased, renovated and sold; Co-Owner; Co-Owner; 03/2023; 1 Hr/Mo; 0 Hrs/Trading; Purchased house with another partner, renovated house, now sold the house. 2. Rental Property - Voorhees, NJ; Investment Related; Voorhees, NJ; House purchased and rented out; Co-Owner; Co-Owner; 05/2022; 1 Hr/Mo; 0 Hrs/Trading; Deposit rent check and pay mortgage, insurance and taxes, also arrange repairs as needed. 3. Rental Property - Pemberton, NJ; Investment Related; Pemberton, NJ; House purchased and rented out; Co-Owner; Co-Owner; 05/2022; 1 Hr/Mo; 0 Hrs/Trading; Deposit rent check and pay mortgage, insurance and taxes, also arrange repairs as needed.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-07