Aiylam P. Sankaran

V2 FINANCIAL GROUP

GLEN ROCK, NJ

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CRD#: 1635086

Professional summary

Aiylam Parameswaran Sankaran, who also goes by Aiylam Parameswaran Sankaran Mr, is a registered financial advisor currently at V2 FINANCIAL GROUP, LLC located in Glen Rock, New Jersey.

Aiylam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Aiylam has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aiylam Parameswaran Sankaran Mr

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.

(1) REGISTERED REPRESENTATIVE, SAGEPOINT FINANICAL INC., OFFICE ADDRESS OF RECORD, START 01/2009, 20 HRS PER WEEK DURING TRADING HOURS. (2) INVESTMENT ADVISER REPRESENTATIVE, V2 FINANCIAL GROUP, HOME ADDRESS ON RECORD, START 10/2018, 20 HRS PER WEEK DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aiylam Parameswaran Sankaran's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 26, 2018 - Present

V2 FINANCIAL GROUP, LLC

RIA

CRD#: 142189

GLEN ROCK, NJ

Past

November 1, 2010 - December 31, 2018

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PRINCETON, NJ

Past

October 31, 2005 - December 31, 2018

OSAIC SERVICES, INC.

CRD#: 133763

PRINCETON, NJ

Past

October 12, 2004 - January 31, 2011

STRATEGIC FINANCIAL PLANNING

RIA

CRD#: 122420

GLEN ROCK, NJ

Past

June 16, 1993 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

September 18, 1989 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

September 18, 1989 - June 14, 1993

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

April 14, 1987 - February 1, 1991

TRI-STATE FINANCIAL PLANNING ASSOCIATES

CRD#: 16165

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

V2 FINANCIAL GROUP, LLC

V2 FINANCIAL GROUP | V2 FINANCIAL GROUP, LLC

CRD#: 142189 / SEC#: 801-113522

RIA

Registered Investment Advisory firm - (6/28/2018 Approved)

California

Registered Investment Advisory firm - (8/23/2018 Terminated)

Illinois

Registered Investment Advisory firm - (6/28/2018 Terminated)

Michigan

Registered Investment Advisory firm - (7/24/2018 Terminated)

Oregon

Registered Investment Advisory firm - (8/3/2018 Terminated)

Texas

Registered Investment Advisory firm - (7/24/2018 Terminated)

Washington

Registered Investment Advisory firm - (7/31/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(11/26/2018)

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: 3/2/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/13/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/28/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/13/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

V2 FINANCIAL GROUP, LLC

V2 FINANCIAL GROUP | V2 FINANCIAL GROUP, LLC

CRD#: 142189 / SEC#: 801-113522

RIA

Registered Investment Advisory firm - (6/28/2018 Approved)

California

Registered Investment Advisory firm - (8/23/2018 Terminated)

Illinois

Registered Investment Advisory firm - (6/28/2018 Terminated)

Michigan

Registered Investment Advisory firm - (7/24/2018 Terminated)

Oregon

Registered Investment Advisory firm - (8/3/2018 Terminated)

Texas

Registered Investment Advisory firm - (7/24/2018 Terminated)

Washington

Registered Investment Advisory firm - (7/31/2018 Terminated)

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Contact information

Main Address

Naperville, IL

Mailing Address

Phone number

(630) 364-4529

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

V2 FINANCIAL GROUP, LLC BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,026
AUM (Assets Under Management)	$ 276,798,434

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Aiylam P. Sankaran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aiylam Parameswaran Sankaran's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

STRATEGIC FINANCIAL PLANNING

SUNAMERICA SECURITIES, INC.

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

TRI-STATE FINANCIAL PLANNING ASSOCIATES

Primary Firm SEC Registration

V2 FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/1999

Series 63

Date: 4/13/1987

SIE

Date: 10/1/2018

Series 7

Date: 2/28/1994

Series 6

Date: 4/13/1987

Current Firm

V2 FINANCIAL GROUP, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

V2 FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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