Deven G. Tasgaonkar

AFFLINT ADVISORS

Glen Allen, VA

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CRD#: 7331888

Professional summary

Deven G Tasgaonkar, who also goes by Devendra Tasgaonkar, is a registered financial advisor currently at AFFLINT ADVISORS, LLC located in Glen Allen, Virginia.

Deven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Deven has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Devendra Tasgaonkar

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.

Gartner, since 01/2022, not investment-related. Gartner provides research and guidance to executives and their teams to make strategic decisions. My role is VP Machine Learning, guiding Gartner's online search engine. I work from home at Glen Allen, VA. I spend roughly 160 hours/month, which overlap with securities trading hours. I manage real estate investments as the Managing Member of the following LLCs. In this capacity, I devote roughly 5 hours/month on average, over weekends. I work from home for all these LLCs. - Richmond Value Partners, LLC, since 02/2013 - RVP - Series 2, LLC, since 01/2017 - RVP - Series 3, LLC, since 10/2018 - RVP - 183 Chauncey LLC, since 12/2015 - Landmark Investments, LLC, since 03/2012

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deven G Tasgaonkar'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

February 24, 2021 - Present

AFFLINT ADVISORS, LLC

RIA

CRD#: 312719

Glen Allen, VA

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

Virginia
(2/24/2021)

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: 2/3/2020

Uniform Investment Adviser Law Examination

Current Firm

AFFLINT ADVISORS, LLC

CRD#: 312719 / SEC#: 801-120428

RIA

Registered Investment Advisory firm - (4/21/2022 Terminated)

Virginia

Registered Investment Advisory firm - (4/13/2022 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).

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Contact information

Main Address

Glen Allen, VA

Mailing Address

Phone number

(804) 387-0461

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 921,453

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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Deven G. Tasgaonkar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deven G Tasgaonkar's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFFLINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2020

Current Firm

AFFLINT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AFFLINT ADVISORS, LLC

TRUST BUT VERIFY

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