Milind Pasari
CFP®, CPWA®Professional Summary
Milind Pasari, CFP®, CPWA® is a registered financial advisor currently at SURYA CAPITAL, LLC located in Irvine, California. Milind is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Milind has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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 on record.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
NINE CAPITAL, LLC | SURYA CAPITAL, LLC
Contact Information
Main Address
10 Corporate Park, Suite 120, Irvine, CA 92606Phone Number
(714) 437-1288# of Employees
0Documents
Regulatory Assets Under Management
Total Number of Accounts
35AUM (Assets Under Management)
$27,357,332Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Milind Pasari's CRS (Customer Relationship Summary).
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