AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BS

Bipinchandra R. Shukla

Some features on this profile are disabled
CRD#: 422901
BS

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.

Bipinchandra Revashanker Shukla, who also goes by Bipin Shukla, Bipinchandra R Shukla, Bippin R Shukla, was a registered financial professional .

Bipinchandra is a previously registered financial professional and started their career in finance in 1968. Bipinchandra had worked at 12 firms and has passed the Series 63, Series 5, PC, Series 1, Series 51, Series 27, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bipin Shukla | Bipinchandra R Shukla | Bippin R Shukla

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

September 23, 2009 - October 27, 2009

WINDFALL SECURITIES LLC

BD
CRD#: 147779
SAN FRANCISCO, CA
Past

February 6, 1996 - March 1, 2010

MILSTREAM SECURITIES LLC

BD
CRD#: 38771
WEST PATERSON, NJ
Past

January 13, 1995 - June 6, 1996

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

September 29, 1994 - January 17, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

December 8, 1992 - October 5, 1994

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

September 11, 1990 - December 17, 1992

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

April 9, 1990 - July 11, 1990

STUART, COLEMAN & CO., INC.

BD
CRD#: 8642
NEW YORK, NY
Past

August 25, 1989 - April 18, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 7, 1975 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

August 2, 1972 - June 5, 1974

HALLE & STIEGLITZ, FILOR BULLARD, INC.

BD
CRD#: 6411
Past

September 29, 1970 - July 29, 1972

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

January 26, 1968 - September 21, 1972

MAYFLOWER SECURITIES CO., INC.

BD
CRD#: 562

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: 8/19/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 4/9/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 9/7/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 9/24/1970
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/19/1991
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


WS
WINDFALL SECURITIES LLC
COIT SECURITIES LLC | WINDFALL SECURITIES LLC | IRON CAPITAL SECURITIES, LLC

CRD#: 147779 / SEC#: , 8-67927

BD
Terminated by SEC on 03/03/2012
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/26/2008
Firm type
Limited Liability Company
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
IRON CAPITAL HOLDINGS, LLCPARENT
LOEWER, JORDAN LAWRENCECCO709168

Disclosures


Regulatory Event3

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


WINDFALL SECURITIES LLC

CRD#: 147779

TRUST BUT VERIFY

Monitor Bipinchandra Shukla

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics