SC
Sunil Chowdry
FALCON BRIDGE CAPITAL
Oakland, CA 94612
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CRD#: 5907091
SC
Professional summary
Sunil Chowdry is a registered financial advisor currently at FALCON BRIDGE CAPITAL located in Oakland, California.
Sunil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Sunil 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sunil Chowdry'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
July 28, 2011 - Present
FALCON BRIDGE CAPITAL
Office #1: 1999 Harrison Street, Suite 1575, Oakland, CA 94612RIA
CRD#: 156661
Oakland, CA
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".
FB
FALCON BRIDGE CAPITAL
FALCON BRIDGE CAPITAL | FALCON BRIDGE CAPITAL II, LLC
CRD#: 156661 / SEC#: 801-72513
RIA
Registered Investment Advisory firm - (6/30/2011 Approved)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(7/28/2011)
Exams
Current Firm
FB
FALCON BRIDGE CAPITAL
FALCON BRIDGE CAPITAL | FALCON BRIDGE CAPITAL II, LLC
CRD#: 156661 / SEC#: 801-72513
RIA
Registered Investment Advisory firm - (6/30/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1999 Harrison Street, Suite 1575, Oakland, CA 94612
Mailing Address
Phone number
(925) 979-4280
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 248,722,580 |
Red Flags
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