Samundra Timilsina
Professional summary
Samundra Timilsina, who also goes by Sam Timilsina, is a registered financial advisor currently at CSUITE INVESTMENT LLC located in San Francisco, California.
Samundra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Samundra has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samundra Timilsina's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2019 - Present
CSUITE INVESTMENT LLC
Office #1: One Market Street Spear Tower 36th Floor, San Francisco, CA 94105August 22, 2019 - December 31, 2022
WEALTHUP
February 13, 2015 - February 1, 2019
WELLS FARGO CLEARING SERVICES, LLC
February 13, 2015 - February 1, 2019
WELLS FARGO CLEARING SERVICES, LLC
October 30, 2013 - February 25, 2015
J.P. MORGAN SECURITIES LLC
October 30, 2013 - February 25, 2015
J.P. MORGAN SECURITIES LLC
October 4, 2011 - September 24, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 27, 2011 - September 24, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 23, 2009 - October 11, 2010
WELLS FARGO INVESTMENTS, LLC
November 9, 2009 - October 11, 2010
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2019)
Exams
Current Firm
CSUITE INVESTMENT LLC
CRD#: 299116 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 27,840,782 |
Red Flags
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