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SV

Sundar R. Venkatesh

GARDEN STATE SECURITIES
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 4333556
SV

Professional summary


Sundar Rajan Venkatesh, who also goes by Sunny Rajan, is a registered financial professional currently at GARDEN STATE SECURITIES, INC. located in Red Bank, New Jersey.

Sundar is registered as a RR (Registered Representative) and started their career in finance in 2001. Sundar has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sunny Rajan

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 Sundar Rajan Venkatesh's CRS (Customer Relationship Summary).
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

October 2, 2024 - Present

GARDEN STATE SECURITIES, INC.

Office #1: 328 Newman Springs Road, Red Bank, NJ 07701
BD
CRD#: 10083
Red Bank, NJ
Past

October 11, 2001 - May 28, 2024

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
jersey city, NJ
Past

March 9, 2001 - October 11, 2001

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(10/2/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 5/3/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/23/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


GS
GARDEN STATE SECURITIES, INC.
GARDEN STATE SECURITIES, INC.

CRD#: 10083 / SEC#: , 8-25790

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


Main Address
328 Newman Springs Road, Red Bank, NJ 07701
Mailing Address
328 Newman Springs Road, Red Bank, NJ 07701
Phone number
(732) 280-6886
Established
New Jersey since 03/01/1980
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMBROSINO, RAYMOND EDWARDDIRECTOR/SHAREHOLDER2070784
DEROSA, KEVIN JOHNDIRECTOR/SHAREHOLDER2314895
PERROTTO, LOUIS LUCKY JRDIRECTOR/SHAREHOLDER/CHIEF EXECUTIVE OFFICER3053498
SARI, SCOTT HENRYDIRECTOR/SHAREHOLDER2226426
MALONE, PATRICK ANTHONYCHIEF SUPERVISORY OFFICER2143703
MCMULLIN, ROBERTCHIEF FINANCIAL OFFICER1540045
TRIGILI, STEVEN DAVIDCHIEF COMPLIANCE OFFICER2232496

Disclosures


Regulatory Event24
Arbitration3

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


GARDEN STATE SECURITIES, INC.

CRD#: 10083Red Bank, NJ 07701

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