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Ajit Pramod Paranjpe

PRIMA INNOTECH
BASKING RIDGE, NJ
·CRD# 6638568·10 years experience

Professional Summary

Ajit Pramod Paranjpe is a registered financial advisor currently at PRIMA INNOTECH located in Basking Ridge, New Jersey. Ajit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ajit has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

PRIMA INNOTECH·CRD# 270007
RIA
Basking Ridge, NJ
July 6, 2016 - Present

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Current Firm

PI
PRIMA INNOTECH

PRIMA INNOTECH | PRIMA INNOTECH, LLC

CRD#: 270007
California
Registered Investment Advisory firm - California (1/1/2020 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (7/6/2016 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).

Contact Information

Main Address

Basking Ridge, NJ

Phone Number

(510) 657-5444

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

1

AUM (Assets Under Management)

$250,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2016About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ajit Pramod Paranjpe's CRS (Customer Relationship Summary).

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