Devesh Saksena

EUROLINK ADVISORS LLC

NEW ROCHELLE, NY 10801

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CRD#: 6536042

Professional summary

Devesh Saksena is a registered financial advisor currently at EUROLINK ADVISORS LLC located in New Rochelle, New York and EUROLINK SECURITIES LLC located in New Rochelle, New York.

Devesh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Devesh has worked at 3 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.

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. Circle Matrix, LLC, 244 Fifth Ave, Suite 1289, New York, NY 10001, Business is indirectly investment related, Nature of business: Registered with the NFA (National Futures Association) as a CTA for purposes providing consulting services and fundraising activities for futures-only hedge funds through managed accounts, Position: Principal and Sole Owner, started April 2019, Devote 100+ hours per month during securities trading hours, Duties: Consulting. 2. Sand Grove Capital Management, Investment Related, 5 Hannover Square, London, W1S 1HE, Nature of business: M&A Focused Investment Manager, Chief Financial Officer, started May 15, 2023, 40 hours/week during securities trading hours, Duties: Finance, Business Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devesh Saksena'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

October 26, 2018 - Present

EUROLINK ADVISORS LLC

Office #1: 1 Radisson Plaza Suite 805, New Rochelle, NY 10801

RIA

CRD#: 165841

NEW ROCHELLE, NY

Current

October 18, 2018 - Present

EUROLINK SECURITIES LLC

Office #1: 1 Radisson Plaza - Suite 805, New Rochelle, NY 10801

CRD#: 165041

New Rochelle, NY

Past

March 29, 2016 - October 24, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

October 1, 2015 - October 24, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(10/18/2018)

IAR

New York
(3/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/28/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 7/1/2017

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/30/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EUROLINK ADVISORS LLC

CRD#: 165841 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/16/2021 Terminated)

New York

Registered Investment Advisory firm - (12/13/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1 Radisson Plaza Suite 805, New Rochelle, NY 10801

Mailing Address

Phone number

(646) 568-7162

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Devesh Saksena

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devesh Saksena's CRS (Customer Relationship Summary).

Certified licenses

Experience

EUROLINK ADVISORS LLC

EUROLINK SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 3/28/2016

Series 3

Date: 7/1/2017

SIE

Date: 10/24/2016

Series 7

Date: 9/30/2015

FINRA

Current Firm

EUROLINK ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

EUROLINK ADVISORS LLC

TRUST BUT VERIFY

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