AdvicePeriod Welcomes Partner Rehan Chaudhry

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Veteran advisor will serve select high-net-worth individuals and business owners from AdvicePeriod’s Los Angeles headquarters

AdvicePeriod has announced that Rehan Chaudhry, a recognized leader in the industry, has joined the firm as a Partner. A 15-year veteran advisor, Chaudhry most recently held a high-level advisory position with Bank of New York Mellon Wealth Management.

Chaudhry works with a select group of high-net-worth individuals and business owners, helping them integrate their investment strategies with tax, estate, and philanthropic planning. He advises families who have sold private businesses worth a combined $2.2 billion.

“It’s important for me to be part of a firm that is helping to change the game for both advisors and the advisory community,” said Chaudhry. “I’m thrilled to be part of AdvicePeriod."

Lawrence K. Miles, Principal with AdvicePeriod, welcomed Chaudhry. “Rehan is a strong addition to our team,” said Miles. “His career has been a validation of our core belief that success flows from serving clients with the highest standards of expertise, commitment and fairness.”

Before joining AdvicePeriod, Chaudhry served as a Senior Wealth Director at BNY Mellon Wealth Management and headed the company’s Entrepreneur Advisory Team. In that role, he provided entrepreneurs with advice on their personal assets as well as their companies throughout the life cycle of their business.

Chaudhry’s addition reflects the interest AdvicePeriod is receiving from advisors throughout the country. “Advisors are reaching out to us asking if they can be part of our community,” Miles shared. “They are looking for a platform empowering growth, simplicity and control of their business.”

About AdvicePeriod

AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to managing their wealth. Our mission: To make wealth management more fair, effective and successful, for clients and advisors alike. To learn more, visit:

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Larry Miles
+1 (424) 281-3600
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