Kuldeepak A. Acharya

ANCHIN WEALTH MANAGEMENT LLC

New York, NY 10036

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CRD#: 5187445

Professional summary

Kuldeepak Arjundev Acharya, who also goes by Kd Acharya, is a registered financial advisor currently at ANCHIN WEALTH MANAGEMENT LLC located in New York, New York.

Kuldeepak is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kuldeepak has worked at 2 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kd Acharya

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.

Anchin, Block, Anchin LLC CPA firm since 11/08/93. 1375 Broadway, New York, NY 10018. Not investment related 40+ hours week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kuldeepak Arjundev Acharya'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 18, 2021 - Present

ANCHIN WEALTH MANAGEMENT LLC

Office #1: 3 Times Square 25th Floor, New York, NY 10036

RIA

CRD#: 111229

New York, NY

Past

February 13, 2007 - May 17, 2023

ANCHIN CAPITAL LLC

CRD#: 128402

NEW YORK, NY

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

New York
(7/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/24/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/12/2007

General Securities Representative Examination

Current Firm

ANCHIN WEALTH MANAGEMENT LLC

ABA ADVISORY SERVICES, LLC | PLATINUM ADVISORY SERVICES LLC | ANCHIN WEALTH MANAGEMENT LLC

CRD#: 111229 / SEC#: 801-60239

RIA

Registered Investment Advisory firm - (1/26/2016 Terminated)

New York

Registered Investment Advisory firm - (1/4/2016 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3 Times Square 25th Floor, New York, NY 10036

Mailing Address

Phone number

(212) 840-3456

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/02/2025	Cover Page	Report
01/07/2025	Cover Page	Report
01/11/2024	Cover Page	Report
04/25/2023	Cover Page	Report

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.

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Kuldeepak A. Acharya

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kuldeepak Arjundev Acharya's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHIN WEALTH MANAGEMENT LLC

ANCHIN CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/24/2015

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/12/2007

Current Firm

ANCHIN WEALTH MANAGEMENT LLC

Contact information

Documents

Accountant surprise examination report

Red Flags

Company Information

ANCHIN WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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