Investment adviser representative · Trillium Investments
Alisha K. Bhardwaj
CRD 5434297 · Emeryville, CA
At a glance
Alisha K. Bhardwaj is an investment adviser representative with Trillium Investments in Emeryville, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alisha’s SEC record dates to 2009, about 17 years ago.
Current advisory firm
- Trillium InvestmentsSince January 2026Emeryville, CA · $123M in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- –
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alisha’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Trillium Investments
- Nikhil BhardwajEmeryville
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