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AM

Aditya B. Mukerji

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CRD#: 342216
AM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Aditya B Mukerji, who also goes by Aditya Mukerji, Andy Mukerji, was a registered financial advisor .

Aditya is a previously registered financial advisor and started their career in finance in 1970. Aditya had worked at 4 firms and has passed the Series 63, Series 5, Series 1, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Aditya Mukerji | Andy Mukerji

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)


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

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


Past

October 12, 2004 - December 31, 2008

REDWOOD SECURITIES GROUP, INC.

RIA
CRD#: 27536
SAN FRANCISCO, CA
Past

February 5, 1991 - April 23, 2008

REDWOOD SECURITIES GROUP, INC.

BD
CRD#: 27536
SAN FRANCISCO, CA
Past

September 12, 1986 - August 24, 1990

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

April 26, 1978 - September 18, 1986

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

April 24, 1973 - April 23, 1978

BIRR, WILSON & CO., INC.

BD
CRD#: 93
Past

December 7, 1970 - May 12, 1973

SUTRO & CO. INCORPORATED

BD
CRD#: 801

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: 2/16/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/9/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 8/1/1968
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/20/1990
General Securities Principal Examination

Current Firm


RS
REDWOOD SECURITIES GROUP, INC.
REDWOOD CAPITAL MARKETS, INC | REDWOOD SECURITIES GROUP, INC.

CRD#: 27536 / SEC#: , 8-43182

BD
Cancelled by SEC on 05/27/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 10/15/1990
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MUKERJI, ADITYA BPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER342216
BARRETT, MARIE LOUISEPARTNER2105642
LEE, CAROLPARTNER4069208
LIU, MENG CHIU CHAOPARTNER
GRAFFEO, THOMAS LEOPARTNER227014

Disclosures


Regulatory Event7

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.

Company Information


REDWOOD SECURITIES GROUP, INC.

CRD#: 27536

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