Ritu Bhayana

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 02/2000 → 06/2023
  Wachovia Bank, N.A.
  Bogota, NJ
• 06/2002 → 06/2023
  Wachovia Bank, N.A.
  Bogota, NJ
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Dumont, NJ
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Dumont, NJ
• 06/2023 → Present
  Steward Partners Global Advisory, Llc
  Ramsey, NJ
• 06/2023 → Present
  Steward Partners Investment Solutions, Llc
  Ramsey, NJ
• 06/2023 → Present
  Steward Partners Investment Advisory, Llc
  Ramsey, NJ

Previous Registrations

• 2021-04-19 → 2023-06-21
  Wells Fargo Clearing Services, Llc
  Dumont, NJ
  Dumont, NJ
  Short Hills, NJ
  Summit, NJ
  Tenafly, NJ
  Short Hills, NJ
  Summit, NJ

Other Businesses

1) RIBEL LLC, INV RELATED, RIVER VALE, NJ, 100% OWNERSHIP, START 6/25/2007, ZERO HOURS PER MONTH, ZERO DURING TRADING, PROPERTY OWNER. RITU BHAYANA INC., NOT INV RELATED, BERGENFIELD, NJ, 100% OWNERSHIP, START 4/1/2017, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES INACTIVE COMPUTER CONSULTING BUSINESS. CN DEVELOPMENT LLC, INV RELATED, BERGENFIELD, NJ, 100% OWNERSHIP WITH SPOUSE, START 5/1/2017, ZERO HOURS PER MONTH, ZERO DURING TRADING, AUTHORIZED SIGNER IN EMERGENCIES FOR HUSBANDS REAL ESTATE BUSINESS. 2) Name of Outside Activity: Charnika Real Estate, LLC; City/State: Rivervale, NJ; Activity Type: Real Estate for Rent/Lease - Part-time Employment; Position/Title: Member; Investment Related: No; Start Date: 01/01/2008; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 1; List of Duties: Pay management and other bills. 3) Name of Business: C&N Development, LLC; City/State: Bergenfield, NJ; Activity/Type: Real Estate for Rent/Lease - Part-time Employment; Position/Title: Member; Investment Related: No; Start Date: 02/01/2010; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Pay management and other bills.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-19
• S63 Uniform Securities Agent State Law Examination
  1999-09-07

Other Names

• Ritu Malhotra
• Ritu Bhayana
• Ritu Bhayana
• Ritu Malhotra