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SK

Sujata B. Kadia

EQUITYZEN SECURITIES LLC
NEW YORK, NY 10004
Some features on this profile are disabled
CRD#: 5208336
SK

Professional summary


Sujata Bose Kadia, who also goes by Sujata Bose, is a registered financial professional currently at EQUITYZEN SECURITIES LLC located in New York, New York.

Sujata is registered as a RR (Registered Representative) and started their career in finance in 2007. Sujata has worked at 8 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sujata Bose

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) - BD


Click below to view Sujata Bose Kadia'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

March 1, 2017 - Present

EQUITYZEN SECURITIES LLC

Office #1: 30 Broad Street, Suite 1200, New York, NY 10004
BD
CRD#: 281820
NEW YORK, NY
Past

February 11, 2016 - March 1, 2017

TRITOWER REAL ESTATE CAPITAL, LLC

BD
CRD#: 281740
BOSTON, MA
Past

February 10, 2016 - December 10, 2021

UNLU SECURITIES INC.

BD
CRD#: 238786
NEW YORK, NY
Past

July 2, 2015 - November 30, 2015

ACF INTERNATIONAL INC.

BD
CRD#: 36151
BOSTON, MA
Past

June 18, 2014 - December 3, 2015

GLOBEOP MARKETS LIMITED

BD
CRD#: 143787
NEW YORK, NY
Past

January 2, 2014 - May 30, 2014

LWPARTNERS CAPITAL GROUP LLC

BD
CRD#: 167438
NEW YORK, NY
Past

October 20, 2010 - August 5, 2011

CF GLOBAL TRADING, LLC

BD
CRD#: 104245
NEW YORK, NY
Past

June 6, 2007 - January 6, 2009

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(2/23/2024)
RR
New Jersey
(2/23/2024)
RR
New York
(2/22/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 2/22/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EQUITYZEN SECURITIES LLC
EQUITYZEN SECURITIES LLC

CRD#: 281820 / SEC#: , 8-69689

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
30 Broad Street, Suite 1200, New York, NY 10004
Mailing Address
30 Broad Street, Suite 1200, New York, NY 10004
Phone number
(877) 490-6121
Established
Delaware since 09/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
EQUITYZEN, INC.SOLE MEMBER
DAVDA, ATISH MBOARD MANAGER5349343
HASLETT, PHILIP EDWARDCEO5563192
HASLETT, PHILIP EDWARDBOARD MANAGER5563192
KADIA, SUJATA BOSECHIEF COMPLIANCE OFFICER5208336
ROCHE, PASCALFINOP5920968

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


EQUITYZEN SECURITIES LLC

CRD#: 281820New York, NY 10004

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