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AM

A Arti A. Morris

AKAR CAPITAL MANAGEMENT
Plantation, FL 33322
Some features on this profile are disabled
CRD#: 7022305
AM

Professional summary


A Arti Amvit Morris, who also goes by A.arti Amvit Maraj, is a registered financial professional currently at AKAR CAPITAL MANAGEMENT, INC. located in Plantation, Florida.

A Arti is registered as a RR (Registered Representative) and started their career in finance in 2019. A Arti has worked at 1 firm and has passed the Series 63, Series 65, Series 87, Series 86, Series 16, Series 7TO, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


A.arti Amvit Maraj

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view A Arti Amvit Morris's CRS (Customer Relationship Summary).
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

April 19, 2024 - Present

AKAR CAPITAL MANAGEMENT, INC.

Office #1: 8551 W. Sunrise Blvd. #102a, Plantation, FL 33322
RIA
BD
CRD#: 10791
Plantation, FL
Past

January 14, 2019 - May 14, 2021

AKAR CAPITAL MANAGEMENT, INC.

BD
CRD#: 10791
PLANTATION, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Florida
(4/19/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 4/7/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 7/20/2024
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/15/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
AKAR CAPITAL MANAGEMENT, INC.
AKAR CAPITAL MANAGEMENT, INC. | DON CHARLES INVESTMENT GROUP, INC. | CHARLES, AKAR & ASSOCIATES, INC.

CRD#: 10791 / SEC#: , 8-28026

Florida
Registered Investment Advisory firm - SEC (7/31/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
8551 W. Sunrise Blvd. #102a #102a, Plantation, FL 33322
Mailing Address
8551 W. Sunrise Blvd #102a, Plantation, FL 33322
Phone number
(954) 476-7011
Established
Florida since 06/18/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
1

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
AKAR, EMIL APRESIDENT\ CCO1239404

Regulatory assets under management


Total Number of Accounts62
AUM (Assets Under Management)$ 49,000,000

Disclosures


Regulatory Event1
Arbitration1

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


AKAR CAPITAL MANAGEMENT, INC.

CRD#: 10791Plantation, FL 33322

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