LPL Financial
46yrs
Top advisor by experience in Chandler
2yrs
Umar Bhatti
Financial advisor at Merrill
Umar Bhatti is a fiduciary financial advisor in Chandler, Arizona, with 2 years in the industry. Umar joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 611 advisors with offices in Chandler, and one of 592 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office2555-2595 W Chandler Blvd CI Relationship Management, Chandler, AZ 85224
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowMerrillCurrent firm
Contact Umar
(800) 637-7455Firm headquarters in New York, NY. Ask for Umar. 2555-2595 W Chandler Blvd CI Relationship ManagementChandler, AZ 85224Office · Get directions
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Questions to ask Umar
Tailored to Umar’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Umar
How do I contact Umar?
Call Merrill at (800) 637-7455 and ask for Umar Bhatti. Umar works from the Chandler, AZ office.
How long has Umar been a financial advisor?
Umar has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Umar hold?
Series 66. Tap any license on this page to see what it allows.
Is Umar a fiduciary?
Umar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Umar paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Umar for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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