Anandi Krishnamurthy
CFP®Professional Summary
Anandi Krishnamurthy, CFP® is a registered financial advisor currently at AKRISH FINANCIAL ADVISORY located in Cupertino, California. Anandi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Anandi has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
AKRISH FINANCIAL ADVISORY | ON TRACK FINANCIAL ADVISORY | KRISHNAMURTHY, ANANDI
Contact Information
Main Address
10080 N Wolfe Rd Suite Sw3-200, Cupertino, CA 95014Phone Number
(408) 785-7875# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(6/23/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Anandi Krishnamurthy's CRS (Customer Relationship Summary).
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