Narasimha R. Vulisetti

Y2K FINANCIAL LLC

Frisco, TX

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CRD#: 7176404

Professional summary

Narasimha Rao Vulisetti, who also goes by Narasimha Vulisetti, Narasimha Vulisetti, Narsi Vulisetti, is a registered financial advisor currently at Y2K FINANCIAL LLC located in Frisco, Texas.

Narasimha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Narasimha has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Narasimha Vulisetti | Narasimha Vulisetti | Narsi Vulisetti

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.

2020-Present: Bank of America, NA/Not Investment Related/Plano, TX/Financial Institution/Systems Architect/Software Development/Involves 70% time each month during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Narasimha Rao Vulisetti'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 10, 2020 - Present

Y2K FINANCIAL LLC

RIA

CRD#: 310585

Frisco, TX

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

Texas
(10/10/2020)

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: 8/31/2019

Uniform Investment Adviser Law Examination

Current Firm

Y2K FINANCIAL LLC

CRD#: 310585 / SEC#:

Texas

Registered Investment Advisory firm - (10/10/2020 Approved)

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Contact information

Main Address

Frisco, TX

Mailing Address

Phone number

(904) 599-0687

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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Narasimha R. Vulisetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Narasimha Rao Vulisetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

Y2K FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2019

Current Firm

Y2K FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

Y2K FINANCIAL LLC

TRUST BUT VERIFY

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