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Sujit R. Naran

SAN CLEMENTE, CA 92672
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CRD#: 5044071
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Sujit Rajesh Naran

Professional summary


Sujit Rajesh Naran, who also goes by Rajesh Sujit Naran, Suj Naran, was a registered financial advisor .

Sujit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sujit had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance


Always Fiduciary

Aliases


Rajesh Sujit Naran | Suj Naran

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


Current

August 26, 2026 - Present

Office #1: 136 Calle De Los Molinos, San Clemente, CA 92672
SAN CLEMENTE, CA
Past

May 6, 2025 - July 17, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Irvine, CA
Past

November 16, 2021 - June 25, 2024

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

BD
CRD#: 114212
EDGEWOOD, NY
Past

April 21, 2020 - May 4, 2020

GREAT PACIFIC SECURITIES

BD
CRD#: 29251
COSTA MESA, CA
Past

March 27, 2017 - June 4, 2019

LIQUIDNET, INC.

BD
CRD#: 103987
San Juan Capistrano, CA
Past

June 27, 2014 - June 30, 2016

MARKETAXESS CORPORATION

BD
CRD#: 44542
NEW YORK, NY
Past

October 24, 2005 - September 28, 2006

FINACORP SECURITIES

BD
CRD#: 41569
IRVINE, CA

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
California
(8/26/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/14/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


No current employment

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