RBC Capital Markets
47yrs
Top advisor by experience in Orlando
2yrs
Dhavalkumar Bhalodia
Financial advisor at Krishna Portfolio Management
Dhavalkumar Bhalodia is a fiduciary financial advisor in Orlando, Florida, with 2 years in the industry. Dhavalkumar joined Krishna Portfolio Management in 2025, a firm offering investment management. The firm is paid through a percentage of assets.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeOrlando, FL
How the firm is paid ?Percent of assets
Typical client at the firm ?$181,792
States licensed ?1 state
Services through Krishna Portfolio Management
Investment management for individuals and small businessesInvestment management for businesses and institutions
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 65Uniform Investment Adviser Law Examination
Career
- Mar 2025 – nowKrishna Portfolio ManagementCurrent firm
Contact Dhavalkumar
(201) 314-3158Krishna Portfolio Management main office Orlando, FLOffice · Get directions Firm websitewww.krishnaportfoliomanagement.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dhavalkumar
Tailored to Dhavalkumar’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Dhavalkumar
How do I contact Dhavalkumar?
Call Krishna Portfolio Management at (201) 314-3158 and ask for Dhavalkumar Bhalodia. Dhavalkumar works from the Orlando, FL office.
How long has Dhavalkumar been a financial advisor?
Dhavalkumar has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Dhavalkumar hold?
Series 65. Tap any license on this page to see what it allows.
Is Dhavalkumar a fiduciary?
Dhavalkumar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dhavalkumar paid?
Krishna Portfolio Management reports being paid by a percentage of the assets they manage. Ask Dhavalkumar 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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