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Sakshi Chauhan

Portus Wealth Advisors, LLC

Charlotte, NC

Jersey City, NJ

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Current Employers
Portus Wealth Advisors, Llc

511 East Blvd, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-18
  • NJ RA
    APPROVED
    Since 2026-03-18

Branch Locations

511 East Blvd, Charlotte, NC 28203 • United States

Jersey City, NJ • 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
Anil Surendra Modi School Of Commerce, Nmims University Mumbai 07/2015 07/2018
Acuris Mumbai 07/2017 08/2017
Nm Advisors Mumbai 10/2018 03/2019
Clark University Worcester MA 08/2019 06/2021
Portus Wealth Advisors, Llc Charlotte NC 01/2021 04/2021
Portus Wealth Advisors, Llc Charlotte NC 07/2021 Present
N/A Charlotte NC 04/2019 07/2019
  • 07/2015 → 07/2018
    Anil Surendra Modi School Of Commerce, Nmims University
    Mumbai
  • 07/2017 → 08/2017
    Acuris
    Mumbai
  • 10/2018 → 03/2019
    Nm Advisors
    Mumbai
  • 08/2019 → 06/2021
    Clark University
    Worcester, MA
  • 01/2021 → 04/2021
    Portus Wealth Advisors, Llc
    Charlotte, NC
  • 07/2021 → Present
    Portus Wealth Advisors, Llc
    Charlotte, NC
  • 04/2019 → 07/2019
    N/A
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-28
  • S65 Uniform Investment Adviser Law Examination
    2022-01-28

View on SEC IAPD

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