DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Chirag D Sharma Ratanpal
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Chirag Sharma
At current firm
0 y
since Apr 16, 2026
In the industry
12 y
since Dec 1, 2013 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Blackrock Investment Management, LLC asset manager currentsince Apr 16, 2026 · Princeton, Nj
- Wiss Private Client Advisors, LLC independent RIASep 21, 2020 to Dec 24, 2025 · Florham Park, Nj
Moves
a registration end followed by a registration begin elsewhere
- Wiss Private Client Advisors, LLC to Blackrock Investment Management, LLCleft Dec 24, 2025, registered Apr 16, 2026 (113 days) · Other
Signals
- Chirag D Sharma Ratanpal left Wiss Private Client Advisors, Llc for Blackrock Investment Management, Llc (registered 2026-04-16)Dec 24, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address