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Taresh Batra

RANGE INVESTING
NEW YORK, NY
·CRD# 5560635·1 year experience

Professional Summary

Taresh Batra is a registered financial advisor currently at RANGE INVESTING located in New York, New York. Taresh is registered as a RR (Registered Representative) and started their career in finance in 2026. Taresh has worked at 1 firm and has passed the Series 63, Series 99TO, Series 7TO, SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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

1 years in the financial services industry

Current & Past Employments

RANGE INVESTING·CRD# 335971
BD
685 3rd Avenue Floor 30, New York, NY 10017
July 8, 2026 - Present

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Current Firm

RI
RANGE INVESTING

RANGE INVESTING | RANGE INVESTING, LLC

CRD#: 335971 / SEC#: 8-71376
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

685 3rd Avenue Floor 30, New York, NY 10017

Mailing Address

685 3rd Avenue Floor 30, New York, NY 10017

Phone Number

(301) 660-2402

Established

Delaware since 12/15/2023

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (48 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
RANGE FINANCE, INC.OWNER—
BATRA, TARESHCEO5560635
BEATON, DANIEL STEWARTFINOP, PFO, POO4240769
HARRIS, PATRICK EUGENECCO5748909
RAJENDRA, VASILIOS PAULMUNICIPAL SECURITIES PRINCIPAL6343364

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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.

The advisor shows no other business activity.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(9/23/2026)
RR
Alaska
(9/16/2026)
RR
Arizona
(8/19/2026)
RR
California
(8/6/2026)
RR
Colorado
(9/23/2026)
RR
Connecticut
(9/10/2026)
RR
Delaware
(9/10/2026)
RR
District of Columbia
(8/19/2026)
RR
Florida
(8/20/2026)
RR
Georgia
(8/18/2026)
RR
Hawaii
(9/9/2026)
RR
Idaho
(7/24/2026)
RR
Indiana
(9/23/2026)
RR
Iowa
(7/24/2026)
RR
Kansas
(9/23/2026)
RR
Kentucky
(8/17/2026)
RR
Louisiana
(7/24/2026)
RR
Maine
(9/21/2026)
RR
Maryland
(9/15/2026)
RR
Michigan
(7/30/2026)
RR
Minnesota
(9/18/2026)
RR
Mississippi
(8/4/2026)
RR
Montana
(8/19/2026)
RR
Nebraska
(9/22/2026)
RR
Nevada
(7/24/2026)
RR
New Hampshire
(9/17/2026)
RR
New Jersey
(9/14/2026)
RR
New Mexico
(9/21/2026)
RR
New York
(7/28/2026)
RR
North Carolina
(8/20/2026)
RR
North Dakota
(9/24/2026)
RR
Ohio
(9/14/2026)
RR
Oklahoma
(7/24/2026)
RR
Oregon
(9/14/2026)
RR
Pennsylvania
(7/29/2026)
RR
Rhode Island
(7/29/2026)
RR
South Carolina
(9/25/2026)
RR
South Dakota
(7/31/2026)
RR
Tennessee
(8/24/2026)
RR
Utah
(7/24/2026)
RR
Vermont
(9/21/2026)
RR
Virginia
(9/8/2026)
RR
Washington
(7/28/2026)
RR
West Virginia
(9/17/2026)
RR
Wisconsin
(8/24/2026)
RR
Wyoming
(9/24/2026)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2026About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jul 2026About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed Dec 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2025About the SIE exam

Series 24 — General Securities Principal Examination

Passed Mar 2026About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Taresh Batra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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