Adviser and broker representative · Herold Advisors, Inc.
Vidur R. Bhalla
CRD 1578292 · New York, NY
At a glance
Vidur R. Bhalla is an investment adviser representative with Herold Advisors, Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vidur’s SEC record dates to 2021, about 5 years ago. Vidur is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Herold Advisors, Inc.Since October 2021New York, NY · $540M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Vidur’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
- Locked
- 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
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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 and FINRA BrokerCheck.