Anamika B. Madan
Professional summary
Anamika Bala Madan, CFP®, who also goes by Anamika Bala Mojica Mrs, Anamika B Madan, Anamika Madan, is a registered financial advisor currently at J.J. BURNS & COMPANY located in Melville, New York.
Anamika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Anamika has worked at 6 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anamika Bala Madan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
May 7, 2024 - Present
J.J. BURNS & COMPANY
Office #1: 225 Broadhollow Road Suite 410, Melville, NY 11747August 16, 2022 - February 1, 2024
COMMONWEALTH FINANCIAL NETWORK
August 4, 2022 - February 1, 2024
COMMONWEALTH FINANCIAL NETWORK
November 19, 2019 - June 17, 2022
EDELMAN FINANCIAL ENGINES
February 8, 2013 - November 14, 2019
CHARLES SCHWAB & CO., INC.
February 8, 2013 - November 14, 2019
CHARLES SCHWAB & CO., INC.
February 19, 2009 - January 18, 2013
STRATEGIC ADVISERS LLC
March 19, 2007 - January 17, 2013
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
J.J. BURNS & COMPANY
CRD#: 140452 / SEC#: 801-66736
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2024)
Exams
Current Firm
J.J. BURNS & COMPANY
CRD#: 140452 / SEC#: 801-66736
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,064 |
| AUM (Assets Under Management) | $ 1,069,875,158 |
Red Flags
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