Romil Bhagat

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2004 → Present
  Lpl Financial, Llc
  Florham Park, NJ
• 03/2016 → 03/2025
  Private Portfolio Partners, Llc
  Florham Park, NJ

Previous Registrations

• 2016-03-15 → 2025-04-08
  Private Portfolio Partners, Llc
  Florham Park, NJ
  Paramus, NJ
  Livingston, NJ
• 2015-04-06 → 2016-05-02
  Insight Private Advisors, Llc
  Livingston, NJ
  Bridgewater, NJ

Other Businesses

1. 10/21/2008: STATMEDIX - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 25% OF TIME SPENT - SELLING GROUP HEALTH, DISABILITY AND FIXED LIFE INSURANCE. 2. 6/10/2016 - PRIVATE PORTFOLIO PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start 03/04/2016 - 50 Hours Per Month During Securities Trading. 3. 05/22/2019 - Fairway Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:01/25/2019 - 80 hrs/mo - 80 hrs during trading. 4. 11/07/2019 - Fairway Wealth Management - Investment related - At reported business location(s) - Non-Variable Insurance - start date:1/25/2019 - 60 hrs/mo - 60 hrs during trading. 5. 1/14/2020 - Private Portfolio Partners - DBA: (Hybrid) Fairway Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - President - Started 01/25/2019 - 60 Hours Per Month During Securities Trading - I provide investment advisory services through Private Portfolio Partners, an independent investment advisor firm. I started this business activity in 01/2020. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 08/14/2025 - Mundo Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 07/08/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-08
• S63 Uniform Securities Agent State Law Examination
  1993-01-07