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KI

Kanak S. Iyer

KANAKADHARA FINANCIAL ENTERPRISE
CARNEGIE, PA 15106
Some features on this profile are disabled
CRD#: 4797973
KI

Professional summary


Kanak Subramaniam Iyer, who also goes by Kanak Iyer, Kanakadhara Subramaniam Iyer, is a registered financial advisor currently at KANAKADHARA FINANCIAL ENTERPRISE located in Carnegie, Pennsylvania.

Kanak is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kanak has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kanak Iyer | Kanakadhara Subramaniam Iyer

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.
NAME:KANAK IYER, INSURANCE AGENT.. INV.REL: YES ADDR:4080 BRECKENRIDGE DR,PRESTO, PA 15142 NATURE: INSURANCE SALES POSITION: AGENT/OWNER START DATE: 08/2010 HRS/MO:30... HRS/DURING TRADING: O.. DUTIES:SALES AND SERVICE OF FIXED LIFE, ANNUITY, ACCIDENT AND HEALTH INSURANCE FOR VARIOUS CARRIERS President AsianAmerican Chamber of commerce Pittsburgh No 323 W.Main St Carnegie a 1516 Nonprofit President 2014 15 hours monthly. none during trading hours. organizing events. Biotechnology Board No Executive Director 23 W.Main St Carnegie a 1516 Nonprofit 2022 11 hours monthly. none during trading hours. organizing events.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kanak Subramaniam Iyer'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®
None

Experience


Current

July 22, 2011 - Present

KANAKADHARA FINANCIAL ENTERPRISE

Office #1: 323 W.main St, Carnegie, PA 15106
RIA
CRD#: 158491
CARNEGIE, PA
Past

April 7, 2011 - June 24, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
PRESTO, PA
Past

March 22, 2011 - June 24, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
PRESTO, PA
Past

July 30, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
PITTSBURGH, PA
Past

July 30, 2004 - August 16, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
PITTSBURGH, PA

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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(7/22/2011)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/1/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KF
KANAKADHARA FINANCIAL ENTERPRISE
KANAKADHARA FINANCIAL ENTERPRISE | KANAKADHARA FINANCIAL ENTERPRISE, LLC

CRD#: 158491 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (7/22/2011 Approved)
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Contact information


Main Address
323 W.main St, Carnegie, PA 15106
Mailing Address
Phone number
(412) 953-1141
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 6,465,655

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


KANAKADHARA FINANCIAL ENTERPRISE

CRD#: 158491Carnegie, PA 15106

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