Sunil Sharma
Professional summary
Sunil Sharma, CFP®, who also goes by Sunil Sharma, is a registered financial advisor currently at PROYASH CAPITAL MANAGEMENT located in Darien, Connecticut.
Sunil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sunil has worked at 5 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 Sunil Sharma's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
January 4, 2017 - Present
PROYASH CAPITAL MANAGEMENT
April 13, 2016 - September 23, 2016
WADDELL & REED
April 13, 2016 - September 23, 2016
WADDELL & REED
October 6, 2015 - December 5, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 5, 2015 - December 5, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
February 19, 2014 - June 4, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
April 18, 2013 - June 4, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2017)
Exams
Current Firm
PROYASH CAPITAL MANAGEMENT
CRD#: 285568 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 2,000,000 |
Red Flags
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