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SK

Siva Kumar

SERENE GROWTH PARTNERS LLC
San Diego, CA
Some features on this profile are disabled
CRD#: 6519838
SK

Professional summary

Siva Kumar is a registered financial advisor currently at SERENE GROWTH PARTNERS LLC located in San Diego, California and ZEN TRADING LLC located in San Diego, California.

Siva is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Siva has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
1) ZEN TRADING, LLC - 3/2018 TO PRESENT. MANAGING MEMBER. INVESTMENT RELATED. DUTIES INCLUDE PROVIDING PORTFOLIO MANAGEMENT SERVICES. 13496 TIERRA VISTA CIRCLE, SAN DIEGO, CA 92130.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Siva Kumar's CRS (Customer Relationship Summary).

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

Current

January 6, 2016 - Present

SERENE GROWTH PARTNERS LLC

RIA
CRD#: 269929
San Diego, CA
Current

March 7, 2018 - Present

ZEN TRADING LLC

RIA
CRD#: 291545
SAN DIEGO, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(1/6/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/26/2015
Uniform Investment Adviser Law Examination

Current Firm

SG
SERENE GROWTH PARTNERS LLC
SERENE GROWTH PARTNERS LLC | YASH PARTNERSHIP

CRD#: 269929 / SEC#:

California
Registered Investment Advisory firm - (1/1/2016 Approved)
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Contact information

Main Address
San Diego, CA
Mailing Address
Phone number
(609) 418-0560
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts26
AUM (Assets Under Management)$ 10,780,433

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

SERENE GROWTH PARTNERS LLC

CRD#: 269929San Diego, CA

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