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PS

Pranjul Srivastava

NUVAMA FINANCIAL SERVICES
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 2768203
PS

Professional summary


Pranjul Srivastava is a registered financial professional currently at NUVAMA FINANCIAL SERVICES INC. located in New York, New York.

Pranjul is registered as a RR (Registered Representative) and started their career in finance in 2002. Pranjul has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Pranjul Srivastava'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

May 6, 2015 - Present

NUVAMA FINANCIAL SERVICES INC.

Office #1: 450 Lexington Ave Suite 4-216, New York, NY 10017
BD
CRD#: 172455
NEW YORK, NY
Past

October 10, 2013 - May 1, 2015

ENCLAVE CAPITAL LLC

BD
CRD#: 22732
NEW YORK, NY
Past

August 9, 2007 - October 21, 2008

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NEW YORK, NY
Past

August 3, 2006 - October 21, 2008

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
NEW YORK, NY
Past

August 3, 2006 - August 7, 2007

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NEW YORK, NY
Past

June 12, 2003 - September 9, 2003

ROBERT FLEMING INC.

RIA
CRD#: 1711
NEW YORK, NY
Past

May 16, 2003 - September 8, 2004

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA
CRD#: 107038
NEW YORK, NY
Past

July 23, 2002 - August 26, 2004

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/9/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NF
NUVAMA FINANCIAL SERVICES INC.
EDELWEISS FINANCIAL SERVICES INC. | NUVAMA FINANCIAL SERVICES INC.

CRD#: 172455 / SEC#: , 8-69508

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
450 Lexington Ave Suite 4-216, New York, NY 10017
Mailing Address
450 Lexington Ave Suite 4-216, New York, NY 10017
Phone number
(845) 367-2436
Established
New York since 05/29/2013
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
EDELWEISS SECURITIES LTD.SOLE OWNER
HELLER, JEFFREY PHILIPFINOP, CFO3139370
PURUSHOTHAMAN, RANGANATHANCCO, PRESIDENT4970770

Red Flags


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

Company Information


NUVAMA FINANCIAL SERVICES INC.

CRD#: 172455New York, NY 10017

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