Anil K. Sharma

THIRD EYE CAPITAL MANAGEMENT

MIAMI BEACH, FL 33139

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CRD#: 6762221

Professional summary

Anil Kailash Sharma is a registered financial advisor currently at THIRD EYE CAPITAL MANAGEMENT, LLC located in Miami Beach, Florida.

Anil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Anil has worked at 1 firm and has passed the Series 65 exam.

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.

Spine and Pain - Private medical practice in NJ, President, and Founder, started in 1997. Address is 1967, unit 102, Rt 34, Wall NJ 07719 Third Eye Properties- Personal Real estate LLC in Florida, 100% owned by my wife and myself. President, address is 300 S Pointe Dr # 1402, Miami Beach, FL 33139

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anil Kailash Sharma'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

May 12, 2017 - Present

THIRD EYE CAPITAL MANAGEMENT, LLC

Office #1: 300 South Pointe Drive #1402, Miami Beach, FL 33139

RIA

CRD#: 287819

MIAMI BEACH, FL

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

Florida
(2/14/2018)

IAR

New Jersey
(11/7/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2017

Uniform Investment Adviser Law Examination

Current Firm

THIRD EYE CAPITAL MANAGEMENT, LLC

CRD#: 287819 / SEC#:

Florida

Registered Investment Advisory firm - (2/14/2018 Approved)

New Jersey

Registered Investment Advisory firm - (11/3/2022 Approved)

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Contact information

Main Address

300 South Pointe Drive #1402, Miami Beach, FL 33139

Mailing Address

Phone number

(732) 447-3019

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 178,528,920

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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Anil K. Sharma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anil Kailash Sharma's CRS (Customer Relationship Summary).

Certified licenses

Experience

THIRD EYE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2017

Current Firm

THIRD EYE CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THIRD EYE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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