"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"

 

Vidur Raj Bhalla

Vidur Raj Bhalla Senior Vice President Financial Advisor

Address:
805 Third Avenue
18th Floor
New York, NY 10022
Phone:
212-371-3950
Email:
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MBA, CFA, Senior Vice President Financial Advisor

Vidur Bhalla, (joined Bernard Herold & CO., Inc. in 1986 and has an extensive background and expertise in asset management providing portfolio management services to individuals, business entities, trusts, estates, pension and profit sharing plans, charitable organizations, foundations and other institutions on a discretionary basis.

He is a member of the New York Society of Security Analysts, General Securities Principal, and a Registered Options Principal. Vidur currently serves as a Director of Mission For Vision (USA) Inc., which is a registered charity providing vision healthcare in developing countries.

Vidur graduated with a degree in Accounting and Financial Management from Sydenham College of Commerce and Economics in Bombay India, and received his MBA in Finance from the Lubin Graduate School of Business at Pace University in New York.

 
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Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

 

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