Bhagwati Mahendru
Investment Adviser Representative at Realta Investment Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bhagwati Mahendru is an investment adviser representative with Realta Investment Advisors, Inc in Granada Hills, CA, where they have been registered since 2024. They have worked in the securities industry since 1993 and have been registered with 3 firms, including Cetera Investment Advisers LLC and First Allied Advisory Services, Inc. They have passed 6 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
10 states and territories
Arizona, California, Florida, Georgia, Indiana, New Hampshire, New Jersey, New York, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Allied Securities, Inc.Feb 2002 – Sep 2022San Diego, CA
- First Allied Advisory Services, Inc.Jul 2012 – Nov 2020Chesterfield, MO
- First Allied Advisory ServicesNov 2020 – Nov 2024Schaumburg, IL
- Cetera Advisors LLCSep 2022 – Nov 2024Granada Hills, CA
- Nanser Inc.May 2023 – no end date reportedGranada Hills, CA
- Realta Equities, Inc.Nov 2024 – no end date reportedWilmington, DE
- Realta Investment Advisors, Inc.Nov 2024 – no end date reportedWilmington, DE
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Realta Investment Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service broker-dealer and RIA platform offering traditional investments, private markets, and alternative strategies (including private equity, private credit, real estate, hedge funds, venture capital, oil and gas, structured products, 1031 exchanges, and tax-advantaged strategies); a full financial planning suite with tax capabilities; virtual assistant program; integrated technology stack; multiple custody options; dedicated due diligence team; and a service model built around direct access and fast answers.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 61
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Wilmington, DE
- SEC file number:
- 801-68000
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 6, 2026
View full firm profileOther advisors at Realta Investment Advisors, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bhagwati Mahendru has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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