Urmimala Dasgupta
Professional summary
Urmimala Dasgupta, who also goes by Urmimala Das Gupta, Toni Dasgupta, Urmi Mala Dasgupta, Urmi Dasgupta, is a registered financial advisor currently at VEDA FINANCIAL INVESTMENT ADVISORY located in Newport Beach, California.
Urmimala is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Urmimala has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Urmimala Dasgupta's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 2015 - Present
VEDA FINANCIAL INVESTMENT ADVISORY
Office #1: 120 Newport Center Dr Ste 286, Newport Beach, CA 92660October 8, 2014 - March 6, 2015
CC INVESTMENTS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/19/2015)
Current Firm
VEDA FINANCIAL INVESTMENT ADVISORY
CRD#: 173448 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 45,000,000 |
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