Ishan Ashish Chitale
Investment Adviser Representative at Advice AND Planning Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ishan Ashish Chitale is an investment adviser representative with Advice and Planning Services in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vanguard Advisers, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 264
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
20 states and territories
Alabama, Connecticut, Delaware, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, 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.
- Weddington High SchoolAug 2015 – Jun 2019Matthews, NC
- University of South CarolinaAug 2019 – May 2023Columbia, SC
- Northwestern MutualMay 2021 – Feb 2022Columbia, SC
- Self EmployedJun 2022 – Aug 2022Charlotte, NC
- The Vanguard Group, IncJul 2023 – Oct 2024Charlotte, NC
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2024 – Jan 2026Charlotte, NC
- Bank of America, N.A.Dec 2024 – Jan 2026Charlotte, NC
- Vanguard Advisers, Inc.Oct 2023 – Dec 2024Charlotte, NC
- Vanguard Marketing CorporationJul 2023 – Dec 2024Charlotte, NC
- Tiaa-cref Individual & Institutional Services, LLCFeb 2026 – no end date reportedCharlotte, NC
- TIAAFeb 2026 – no end date reportedCharlotte, NC
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advice AND Planning Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,648
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-63550
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Advice AND Planning Services
Showing 12 of 1,648 in the directory
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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. Ishan Ashish Chitale 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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