Neal Acharya, financial advisor Charlotte NC

Neal Acharya

CRD Number: 6424613
Current Firm: Advice And Planning Services

Neal Acharya (CRD# 6424613) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Nov 2014 - Current 9
Tiaa Charlotte, NC Nov 2014 - Current 9
Grandbridge Real Capital LLC Charlotte, NC Feb 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Neal Acharya
Phone Number: 212-490-9000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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