Manohar N. Bartakke

M.N. BARTAKKE & ASSOCIATES

RESTON, VA

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CRD#: 1351963

Professional summary

Manohar Nathubhai Bartakke, CFP® is a registered financial advisor currently at M.N. BARTAKKE & ASSOCIATES located in Reston, Virginia.

Manohar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Manohar has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RESTON REAL ESTATE INVESTMENTS WITH FRIENDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manohar Nathubhai Bartakke's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1983

Experience

Current

January 12, 1994 - Present

M.N. BARTAKKE & ASSOCIATES

RIA

CRD#: 117735

RESTON, VA

Past

November 16, 1987 - May 23, 1989

FIRST ASIAN SECURITIES CORPORATION

CRD#: 18123

Past

March 22, 1985 - February 11, 1986

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/12/1994)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/1985

General Securities Representative Examination

Current Firm

M.N. BARTAKKE & ASSOCIATES

BARTAKKE MANOHAR NATHUBHAI | M.N. BARTAKKE & ASSOCIATES

CRD#: 117735 / SEC#:

Virginia

Registered Investment Advisory firm - (10/22/1993 Approved)

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Contact information

Main Address

Ashburn, VA

Mailing Address

44715 Audubon Square, Apt. 509, Ashburn, VA 20147-6287

Phone number

(703) 220-3534

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 8,628,927

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Manohar N. Bartakke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manohar Nathubhai Bartakke's CRS (Customer Relationship Summary).

Certified licenses

Experience

M.N. BARTAKKE & ASSOCIATES

FIRST ASIAN SECURITIES CORPORATION

MAIN STREET MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/1994

Series 63

Date: 4/30/1985

Series 7

Date: 3/16/1985

Current Firm

M.N. BARTAKKE & ASSOCIATES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

M.N. BARTAKKE & ASSOCIATES

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