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Srinivas S. Nandury

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CRD#: 5026136
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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.

Srinivas S Nandury, who also goes by Srini Nandury, was a registered financial professional .

Srinivas is a previously registered financial professional and started their career in finance in 2006. Srinivas had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Srini Nandury

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

January 6, 2015 - June 1, 2016

W.R. HAMBRECHT + CO., LLC

BD
CRD#: 45040
SAN FRANCISCO, CA
Past

December 5, 2013 - January 7, 2015

CV BROKERAGE, INC

BD
CRD#: 462
WILLIAMSTOWN, NJ
Past

June 5, 2012 - December 31, 2013

SUMMIT RESEARCH PARTNERS LLC

RIA
CRD#: 162907
SUMMIT, NJ
Past

February 3, 2010 - December 15, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 11, 2007 - January 19, 2010

CROSS RESEARCH

BD
CRD#: 144823
LIVINGSTON, NJ
Past

December 8, 2006 - August 15, 2007

SOLEIL SECURITIES CORPORATION

BD
CRD#: 124737
LIVINGSTON, NJ
Past

January 1, 2006 - November 8, 2006

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
IAR
Series 65
Date: 5/8/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WH
W.R. HAMBRECHT + CO., LLC
W.R. HAMBRECHT & CO., LLC | W.R. HAMBRECHT + CO., LLC | W.R. HAMBRECHT & COMPANY, LLC

CRD#: 45040 / SEC#: , 8-50935

BD
Withdrawn by SEC on 08/14/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/24/1999
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HAMBRECHT PARTNERS HOLDINGS, LLCOWNER
AARON, STEVEN ROSSCHIEF COMPLIANCE OFFICER1298072
HULLAR, JOHN PAULCHAIRMAN & MANAGING PARTNER711679
YATES, EUGENE ALANCHIEF FINANCIAL OFFICER/FINOP2851324

Disclosures


Regulatory Event10
Civil 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


W.R. HAMBRECHT + CO., LLC

CRD#: 45040

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