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AS

Akshay Savlani

Some features on this profile are disabled
CRD#: 6354002
AS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Akshay Savlani was a registered financial professional .

Akshay is a previously registered financial professional and started their career in finance in 2015. Akshay had worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 26, 2018 - November 23, 2018

EDGEMONT CAPITAL PARTNERS, L.P.

BD
CRD#: 122572
NEW YORK, NY
Past

December 23, 2015 - May 24, 2017

PORTICO CAPITAL ADVISORS LLC

BD
CRD#: 125865
GREENWICH, CT
Past

August 17, 2015 - December 18, 2015

BERENSON & COMPANY, LLC

BD
CRD#: 28016
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 2/19/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/17/2015
Investment Banking Registered Representative Examination

Current Firm

EC
EDGEMONT CAPITAL PARTNERS, L.P.
EDGEMONT CAPITAL PARTNERS, L.P.

CRD#: 122572 / SEC#: , 8-65521

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
787 7th Avenue 49th Floor, New York, NY, 10019
Mailing Address
787 7th Avenue 49th Floor, New York, NY, 10019
Phone number
(212) 867-8935
Established
Delaware since 12/20/2001
Firm type
Partnership
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BLUME, DAVID KEITHLIMITED PARTNER / CEO1705458
SWEARINGEN, JEFFREY BROWNLIMITED PARTNER, POO4588895
GOLDENBERG, YEVGENIYOWNER5150400
EDGEMONT CAPITAL HOLDINGS, LLCGEN. PARTNER
IVAN, JOHN MICHAELCCO1292150
WAY, GEORGE MICHAELFINOP, PFO4609124

Disclosures

Regulatory Event2

Red Flags

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.

Company Information

EDGEMONT CAPITAL PARTNERS, L.P.

CRD#: 122572

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