Sagar R. Bhimavarapu

MOUNTAIN AVENUE CAPITAL LLC

New Providence, NJ

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CRD#: 2593356

Professional summary

Sagar Ramakrishna Bhimavarapu, who also goes by Sagar Bhimavarapu, B R K Sagar, is a registered financial advisor currently at MOUNTAIN AVENUE CAPITAL LLC located in New Providence, New Jersey.

Sagar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Sagar has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sagar Bhimavarapu | B R K Sagar

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.

IIT (BHU) FOUNDATION, INC.; NON-INVESTMENT RELATED; 04/2023; LOUDONVILLE, NY; CHIEF EXECUTIVE OFFICER; 501(C)(3) FUNDRAISING FOUNDATION FOR HIS ALMA MATER; 20 HRS/MONTH DEVOTED OUTSIDE OF TRADING HOURS ONLY. SRPB LLC; NON-INVESTMENT RELATED; 01/2025; WILMINGTON, DE; STRATEGIC ADVISOR; IT/SOFTWARE SERVICE; 20 HRS/MO; 5 HRS/MO DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sagar Ramakrishna Bhimavarapu'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®

None

Experience

Current

October 4, 2023 - Present

MOUNTAIN AVENUE CAPITAL LLC

RIA

CRD#: 326852

New Providence, NJ

Past

February 16, 2017 - January 18, 2023

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

July 15, 2013 - December 6, 2016

SCOTIA CAPITAL (USA) INC.

CRD#: 2739

NEW YORK, NY

Past

November 13, 2012 - July 11, 2013

HAPOALIM SECURITIES USA, INC.

CRD#: 266

NEW YORK, NY

Past

October 1, 2008 - May 25, 2012

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

January 18, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

July 16, 2001 - December 20, 2006

RBC CAPITAL MARKETS CORPORATION

CRD#: 6579

NEW YORK, NY

Past

September 19, 1995 - May 15, 2000

BLAYLOCK & COMPANY, INC.

CRD#: 35669

NEW YORK, NY

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
(10/4/2023)

IAR

Texas
(10/10/2023)

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

Series 63

Date: 9/25/1995

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: 9/18/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/1/2011

General Securities Principal Examination

Current Firm

MOUNTAIN AVENUE CAPITAL LLC

CRD#: 326852 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/4/2023 Approved)

Texas

Registered Investment Advisory firm - (10/10/2023 Approved)

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Contact information

Main Address

New Providence, NJ

Mailing Address

Phone number

(908) 516-2108

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 13,525,292

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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Advisor Monitoring

Firm Stability Insights

Sagar R. Bhimavarapu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sagar Ramakrishna Bhimavarapu's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIBC WORLD MARKETS CORP.

SCOTIA CAPITAL (USA) INC.

HAPOALIM SECURITIES USA, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

RBC CAPITAL MARKETS CORPORATION

BLAYLOCK & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/25/1995

SIE

Date: 10/1/2018

Series 7

Date: 9/18/1995

Series 24

Date: 9/1/2011

Current Firm

MOUNTAIN AVENUE CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOUNTAIN AVENUE CAPITAL LLC

TRUST BUT VERIFY

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