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Sunil Kulkarni

NUTS2INVEST.COM
TIPP CITY, OH
·CRD# 5266207·19 years experience

Professional Summary

Sunil Kulkarni, who also goes by Sunil Shrikrishna Kulkarni Mr., Sunil Shrikrishna Kulkarni, is a registered financial advisor currently at NUTS2INVEST.COM, LLC located in Tipp City, Ohio. Sunil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Sunil has worked at 3 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sunil Shrikrishna Kulkarni Mr., Sunil Shrikrishna Kulkarni

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

NUTS2INVEST.COM, LLC·CRD# 164438
RIA
Tipp City, OH
October 23, 2012 - Present
NUTS2INVEST.COM, LLC·CRD# 164438
RIA
Springboro, OH
October 23, 2012 - December 31, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Dayton, OH
November 13, 2007 - October 16, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Dayton, OH
October 17, 2007 - October 16, 2012
AIM FINANCIAL ADVISORS, LLC·CRD# 142791
RIA
Springboro, OH
January 11, 2007 - October 18, 2007

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Current Firm

NL
NUTS2INVEST.COM, LLC

NUTS2INVEST.COM, LLC

CRD#: 164438 / SEC#: 801-76998
RIA
Registered Investment Advisory firm - SEC (8/12/2012 Approved)

Contact Information

Main Address

Tipp City, OH

Phone Number

(937) 269-1116

# of Employees

1

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NUTS2INVEST BROCHURE 2026 (2/19/2026)

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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.

FOR PROFIT ORGANIZATION, EMERSON, NON INVESTMENT RELATED, ENGINEERING MANAGEMENT, LOCATED AT 1675 W CAMPBELL, SIDNEY, OH 45365, STARTED 9/16/1987, 1600 HOURS DEVOTED, NEW COMPRESSOR PRODUCT DEVELOPMENT,

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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".
NL
NUTS2INVEST.COM, LLC

NUTS2INVEST.COM, LLC

CRD#: 164438 / SEC#: 801-76998
RIA
Registered Investment Advisory firm - SEC (8/12/2012 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.
IAR
Ohio
(10/23/2012)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2007About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Nov 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Sunil Kulkarni's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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