Manasi C. Vydyanath
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.
Manasi Clara Vydyanath, who also goes by Manasi Vydyanath, was a registered financial professional .
Manasi is a previously registered financial professional and started their career in finance in 2014. Manasi had worked at 3 firms and has passed the SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 1, 2022 - January 24, 2023
EQUILIBRIUM VENTURES, LLC
June 8, 2018 - September 16, 2020
FORGE MARKETS LLC
August 11, 2014 - June 4, 2018
CREDIT SUISSE SECURITIES (USA) LLC
Primary Firm SEC Registration
EQUILIBRIUM VENTURES, LLC
CRD#: 309164 / SEC#: 801-128525
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EQUILIBRIUM VENTURES, LLC
CRD#: 309164 / SEC#: 801-128525
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 137,313,566 |
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.
