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DD

Debinder Deshmukh

INNOVATIVE PRIVATE WEALTH MANAGEMENT
Miami, FL
Some features on this profile are disabled
CRD#: 5203309
DD

Professional summary

Debinder Deshmukh is a registered financial advisor currently at INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. located in Miami, Florida.

Debinder is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Debinder has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Excel Indian Foods - Not investment related - 11401 NW 12th St Unit K101, Miami, FL 33172 - Restaurant - Partner - 01/2021 - 0hrs/mo - 0hrs/mo during trading hrs - Silent partner only contribution towards initial investment

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debinder Deshmukh'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

September 8, 2023 - Present

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

RIA
CRD#: 324586
Miami, FL
Past

May 19, 2023 - August 28, 2023

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
Miami, FL
Past

January 14, 2022 - August 28, 2023

KINGSWOOD WEALTH ADVISORS, LLC

RIA
CRD#: 288792
Miami, FL
Past

April 6, 2021 - January 14, 2022

BENCHMARK ADVISORY SERVICES, LLC

RIA
CRD#: 305662
Miami, FL
Past

April 5, 2021 - June 16, 2023

D. BORAL CAPITAL

BD
CRD#: 103792
Miami, FL
Past

September 1, 2015 - April 8, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Miami, FL
Past

August 14, 2015 - April 8, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Miami, FL
Past

February 8, 2013 - August 14, 2015

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
MIAMI, FL
Past

April 12, 2010 - February 6, 2013

NSM SECURITIES, INC.

BD
CRD#: 134357
WEST PALM BEACH, FL
Past

April 13, 2007 - July 11, 2008

NSM SECURITIES, INC.

BD
CRD#: 134357
WEST PALM BEACH, FL
Past

October 6, 2006 - April 16, 2007

AURA FINANCIAL SERVICES, INC.

BD
CRD#: 42822
W. PALM BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
BROADSTREET GLOBAL ADVISORS, INC. | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | INNOVATIVE INVESTMENT MANAGEMENT | BROADSTREET GLOBAL FINANCIAL ADVISORS, INC.

CRD#: 324586 / SEC#: 801-127387

RIA
Registered Investment Advisory firm - (2/27/2023 Approved)

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
Florida
(9/8/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/8/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/16/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/4/2006
General Securities Representative Examination

Current Firm

IP
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
BROADSTREET GLOBAL ADVISORS, INC. | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | INNOVATIVE INVESTMENT MANAGEMENT | BROADSTREET GLOBAL FINANCIAL ADVISORS, INC.

CRD#: 324586 / SEC#: 801-127387

RIA
Registered Investment Advisory firm - (2/27/2023 Approved)
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Contact information

Main Address
361 Route 202, Somers, NY 10589
Mailing Address
Phone number
(914) 427-8036
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (11 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 DISCLOSURE BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts633
AUM (Assets Under Management)$ 118,258,916

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

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

CRD#: 324586Miami, FL

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