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Amar Balachandra Kuchinad

NEW YORK, NY
·CRD# 2996364·28 years experience

Professional Summary

Amar Balachandra Kuchinad, who also goes by Amar B Kuchinad, was a registered financial advisor. Amar was registered as a RR (Registered Representative) and started their career in finance in 1998. Amar had worked at 7 firms and has passed the Series 63, SIE, Series 7TO, Series 79, Series 55, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Amar B Kuchinad

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

28 years in the financial services industry

Current & Past Employments

Unknown Firm·
1. 1250 Broadway Suite 2602, New York, NY 100012. 1250 Broadway Suite 2602, New York, NY 10001
August 22, 2026 - Present
TRUMID FINANCIAL LLC·CRD# 172129
BD
New York, NY
May 25, 2017 - July 1, 2019
ELECTRONIFIE SECURITIES LLC·CRD# 170945
BD
New York, NY
November 13, 2014 - July 1, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
November 19, 2013 - March 25, 2014
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
New York, NY
May 23, 2005 - November 25, 2011
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
August 5, 2003 - May 23, 2005
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
October 6, 1998 - May 8, 2003
CSFP CAPITAL, INC.·CRD# 31796
BD
New York, NY
January 22, 1998 - November 2, 1999

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Current Firm

No current employment

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(9/17/2026)
RR
Colorado
(9/27/2026)
RR
Delaware
(9/14/2026)
RR
Nevada
(9/2/2026)
RR
New York
(8/31/2026)
RR
Utah
(9/2/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2026About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2026About the SIE exam

Series 7TO — General Securities Representative Examination

Passed Jun 2026About the Series 7TO exam

Series 79 — Investment Banking Registered Representative Examination

Passed Aug 2015About the Series 79 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Aug 2005

Series 7 — General Securities Representative Examination

Passed Jan 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2026About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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