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Sudhir Gurudatt Pai

MYTIMEEQUITY
Plano, TX
·CRD# 5928622·15 years experience

Professional Summary

Sudhir Gurudatt Pai, who also goes by Sudhir G Pai, Sudhir G. Pai, Gurudatt Pai, is a registered financial advisor currently at MYTIMEEQUITY located in Plano, Texas. Sudhir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Sudhir has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7TO and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sudhir G Pai, Sudhir G. Pai, Gurudatt Pai

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

MYTIMEEQUITY·CRD# 316917
RIA
1. 4512 Legacy Drive Suite 100, Plano, TX 750242. 4116 W Spring Creek Pkwy Suite 100, Plano, TX 75024
January 4, 2022 - Present
SAXONY CAPITAL MANAGEMENT, LLC·CRD# 122692
RIA
Plano, TX
April 1, 2022 - March 21, 2023
SAXONY SECURITIES, INC.·CRD# 115547
BD
Plano, TX
April 1, 2022 - March 21, 2023
EMERSON EQUITY LLC·CRD# 130032
RIA
Plano, TX
January 11, 2020 - April 4, 2022
EMERSON EQUITY LLC·CRD# 130032
BD
Plano, TX
November 4, 2019 - April 4, 2022
REALTA EQUITIES, INC.·CRD# 23769
BD
Plano, TX
October 4, 2019 - November 5, 2019
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Frisco, TX
August 1, 2011 - June 24, 2013

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Current Firm

MY
MYTIMEEQUITY

MYTIMEEQUITY | MYTIMEEQUITY, LLC

CRD#: 316917 / SEC#: 801-136955
RIA
Registered Investment Advisory firm - SEC (8/5/2026 Approved)
California
Registered Investment Advisory firm - California (9/18/2026 Terminated)
Florida
Registered Investment Advisory firm - Florida (8/19/2026 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (8/21/2026 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (9/10/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/21/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/19/2026 Termination Requested)
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).

Contact Information

Main Address

4116 W Spring Creek Pkwy Suite 100, Plano, TX 75024

Phone Number

(972) 330-2771

# of Employees

7

SEC notice filing (13 States and Territories)

Registered to provide investment advisory services in 13 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 2026 MYTIMEEQUITY FORM ADV PART 2A AND 2B FINAL (6/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

512

AUM (Assets Under Management)

$183,983,000

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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.

All addresses below are 4512 Legacy Drive, Suite 100, Plano, TX 75024 unless stated otherwise. 1) Global Value Add, Inc.; non-investment related; tax preparation; Director; October 2008; 5 hrs/month; o hrs/month during trading hours; preparing tax documents 2) Sudhir Pai CPA, PLLC; non-investment related; CPA Firm; Managing Partner; October 2011; 1 hrs/month; 0 hrs/month during trading hours; CPA duties 3) SurelyNow, LLC; non-investment related; Life Insurance, RE and business consulting; CEO; 05/2021; 10 hrs/month; 0 hrs/month during trading hours; Life insurance related duties 4) Suma Monde Kapital Partners GP, LP; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Real Estate GP; Managing Partner; Oct 2021; 0 hrs/month; 0 hrs/month during trading hours; Real estate asset buying and management 5) Suma Monde Kapital Partners, LLC; investment related; Private Equity & RE Firm; Managing Partner; Oct 2021; 30 hrs/month; 15 hrs/month during trading hours; Managing real estate related business 6) Suma Monde Real Estate Fund I LP; investment related; Real Estate Fund; Managing Partner; Oct 2021; 15 hrs/month; 3 hrs/month during trading hours; real estate fund responsibilities 7) TEF Capital GP, LP; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Hedge Fund GP entity; Managing Partner; Aug 2021; 0 hrs./month; 0 hrs./month during trading hours; Hedge fund responsibilities 8) TEF Capital, LLC; investment related; 4512 Legacy Drive, Suite 100, Plano, TX 75024; Hedge Fund LLC; Managing Partner; Aug 2021; 30 hrs./month; 15 hrs./month during trading hours; Hedge fund responsibilities 9) Legacy Wealth Planner, LLC; investment related; DBA name for securities related business 10) Our PSG LLC [July 2023]: Marketing entity; [not investment related]; business advisor to a marketing entity

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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".
MY
MYTIMEEQUITY

MYTIMEEQUITY | MYTIMEEQUITY, LLC

CRD#: 316917 / SEC#: 801-136955
RIA
Registered Investment Advisory firm - SEC (8/5/2026 Approved)
California
Registered Investment Advisory firm - California (9/18/2026 Terminated)
Florida
Registered Investment Advisory firm - Florida (8/19/2026 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (8/21/2026 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (9/10/2026 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/21/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/19/2026 Termination Requested)
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(3/17/2022)
IAR
Florida
(2/28/2022)
IAR
Georgia
(9/10/2025)
IAR
New Jersey
(4/9/2025)
IAR
Texas
(1/4/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2019About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2019About the SIE exam

Series 7TO — General Securities Representative Examination

Passed Sep 2019About the Series 7TO exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2011About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Sudhir Gurudatt Pai's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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