CR
Chandru S. Ramachandran
VERIDIAN CAPITAL PARTNERS
Frederick, MD 21704
Some features on this profile are disabled
CRD#: 2920784
CR
Professional summary
Chandru Surendran Ramachandran, ChFC®, who also goes by Chandru Surendran, is a registered financial advisor currently at VERIDIAN CAPITAL PARTNERS located in Frederick, Maryland and PURSHE KAPLAN STERLING INVESTMENTS located in Frederick, Maryland.
Chandru is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Chandru has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chandru Surendran
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) Veridian Capital Partners. Investment related. Located at 7101 Guilford Drive, Suite 104, Frederick, MD 21754. Nature - RIA. Position - Owner, Private Wealth Advisor. Start - 05/2021. 160 hours per month, 160 hours during trading hours. Duties - Advising clients on Portfolio Management. 2) PKS Financial. Investment Related. Located at 80 State Street, Albany, NY 12207. Nature - Fixed Insurance and Annuity Business. Position - Agent. Start 05/2021. 5 hours per month, 5 hours during trading hours. Duties - sell Fixed Insurance and Annuities. 3) Fixed Insurance - Investment Related. Located at 7101 Guilford Drive, Suite 104, Frederick, MD 21754. Nature - Fixed Insurance and Annuity Business. Position - Agent. Start 05/2021. 5 hours per month, 5 hours during trading hours. Duties - sell Fixed Insurance and Annuities. 4) Diversified Business Associates, LLC; Not Investment Related. Located at 7101 Guilford Drive, Suite 104, Frederick, MD 21754. President; Nature - Lease buildings and pay employees. Position - President. Start - April 2012. 10 hours per month; 0 during trading hours. Duties - To pay the expenses of running the Financial Planning/ Wealth Management practice 5) Rental Property. Not investment related. Located at 5784 Antwerp Street, Ijamsville, MD 21754. 50% Owner. Nature - Real Estate Rental. Start - 2018. 1 hour per month, 0 during trading hours. Duties - collect rent. 6) R&R Resources, LLC. Not Investment Related. Located at 7101 Guilford Drive, Suite 104, Frederick, MD 21754. Position - Managing Member. Nature - manages the property that houses the practice. Start - Sept 2014. 1 hour per month; 0 during trading hours. Duties - manage the property that houses the practice.
CRS (Client Relationship Summary) - RIA
Click below to view Chandru Surendran Ramachandran'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®
Experience
Current
May 28, 2021 - Present
VERIDIAN CAPITAL PARTNERS
Office #1: 7101 Guilford Drive, Suite 104, Frederick, MD 21704RIA
CRD#: 314290
Frederick, MD
Current
May 28, 2021 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 7101 Guilford Drive Ste 104, Frederick, MD 21704BD
CRD#: 35747
Frederick, MD
Past
November 14, 1997 - June 1, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
FREDERICK, MD
Past
October 7, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 7, 1997 - June 1, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
FREDERICK, MD
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".
VC
VERIDIAN CAPITAL PARTNERS
FREDERICK FINANCIAL CONSULTANTS, LLC | VERIDIAN CAPITAL PARTNERS
CRD#: 314290 / SEC#: 801-121334
RIA
Registered Investment Advisory firm - (5/28/2021 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(5/28/2021)
RR
Delaware(5/28/2021)
RR
Florida(5/28/2021)
RR
Georgia(5/28/2021)
RR
Illinois(5/28/2021)
RR
Maryland(5/28/2021)
IAR
Maryland(5/28/2021)
RR
New York(11/19/2021)
RR
North Carolina(5/28/2021)
RR
Pennsylvania(5/28/2021)
RR
West Virginia(5/28/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VERIDIAN CAPITAL PARTNERS
FREDERICK FINANCIAL CONSULTANTS, LLC | VERIDIAN CAPITAL PARTNERS
CRD#: 314290 / SEC#: 801-121334
RIA
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Contact information
Main Address
7101 Guilford Drive, Suite 104, Frederick, MD 21704
Mailing Address
Phone number
(301) 228-9300
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,494 |
| AUM (Assets Under Management) | $ 471,114,175 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
