Sany Bilani

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CRD#: 5712747

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sany Bilani was a registered financial professional .

Sany is a previously registered financial professional and started their career in finance in 2010. Sany had worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

1. ASSET AND RISK MANAGEMENT - FENTON, MI. 08/2014 TO PRESENT. NOT INVESTMENT RELATED. EMPLOYEE. SUPPORT COMPANY/DBA (NON-OWNER). GET PAID BY THIS COMPANY. 0 HOURS PER MONTH, 0 HOURS DURING TRADING. 2. KAYDAN WEALTH MANAGEMENT - FENTON, MI. 01/2014 TO PRESENT. INVESTMENT RELATED. INDEPENDENT RIA. 160 HOURS PER MONTH, 160 HOURS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 28, 2018 - June 19, 2024

KAYDAN WEALTH MANAGEMENT, INC.

RIA

CRD#: 108964

FENTON, MI

Past

January 8, 2014 - May 13, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FENTON, MI

Past

November 5, 2013 - May 13, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FENTON, MI

Past

December 20, 2010 - September 18, 2012

TELEMUS INVESTMENT BROKERS, LLC

CRD#: 133957

SOUTHFIELD, MI

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".

KAYDAN WEALTH MANAGEMENT, INC.

CRD#: 108964 / SEC#: 801-119365

RIA

Registered Investment Advisory firm - (8/31/2020 Approved)

Michigan

Registered Investment Advisory firm - (9/14/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 66

Date: 12/30/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/11/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2010

General Securities Representative Examination

Current Firm

KAYDAN WEALTH MANAGEMENT, INC.

CRD#: 108964 / SEC#: 801-119365

RIA

Registered Investment Advisory firm - (8/31/2020 Approved)

Michigan

Registered Investment Advisory firm - (9/14/2020 Terminated)

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Contact information

Main Address

329 W. Silver Lake Rd., Fenton, MI 48430

Mailing Address

Phone number

(810) 593-1624

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KAYDAN WEALTH MANAGEMENT, INC. ADV BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	2,361
AUM (Assets Under Management)	$ 655,137,551

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
12/21/2023	Cover Page	Report
12/06/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Sany Bilani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

TELEMUS INVESTMENT BROKERS, LLC

Primary Firm SEC Registration

KAYDAN WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2013

Series 7TO

Date: 3/11/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/17/2010

Current Firm

KAYDAN WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KAYDAN WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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