SP
Sukesh Pai
TRILLIUM SQUARE ADVISORS LLC
Rolesville, NC
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CRD#: 5789764
SP
Professional summary
Sukesh Pai is a registered financial advisor currently at TRILLIUM SQUARE ADVISORS LLC located in Rolesville, North Carolina.
Sukesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sukesh has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
2021-Present: Insurance Agent/Rolesville, NC/Mr. Pai is an agent for various insurance companies. As such, he is able to receive separate, yet customary commission compensation resulting from implementing product transactions on behalf of advisory clients. Clients, however, are not under any obligation to engage her when considering implementation of advisory recommendations. The implementation of any or all recommendations is solely at the discretion of the client.// 2025-Present/Everest AI Ventures/Palo Alto, CA/Not Investments Related/Managing Partner/Agentic AI technology company/Involves 10% of time each month including trading hours to potentially grow to 50% by end of 2025//
CRS (Client Relationship Summary) - RIA
Click below to view Sukesh Pai's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 13, 2018 - Present
TRILLIUM SQUARE ADVISORS LLC
RIA
CRD#: 296487
Rolesville, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/23/2021)
IAR
North Carolina(9/13/2018)
IAR
Texas(9/22/2021)
Exams
Current Firm
TS
TRILLIUM SQUARE ADVISORS LLC
TRILLIUM SQUARE ADVISORS LLC
CRD#: 296487 / SEC#:
California
Registered Investment Advisory firm - (3/23/2021 Approved)North Carolina
Registered Investment Advisory firm - (9/13/2018 Approved)Texas
Registered Investment Advisory firm - (9/14/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Rolesville, NC
Mailing Address
Phone number
(919) 825-1818
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 27,169,262 |
Red Flags
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