KK
Karanjit S. Kamboj
2K CAPITAL L.L.C.
Roslyn Heights, NY
Some features on this profile are disabled
CRD#: 7547108
KK
Professional summary
Karanjit Singh Kamboj is a registered financial advisor currently at 2K CAPITAL L.L.C. located in Roslyn Heights, New York.
Karanjit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Karanjit 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.
Firm Name: M&T Bank Address:345 Main Street Buffalo, NY 14203 Nature of Business: M&T Bank is a multi-regional financial institution based in Buffalo, NY. While segments of M&T involve investment management, I am not personally employed by the firm in this capacity. Position: Financial Analyst - Financial Planning & Analysis Group Titles: Financial Analyst Executive Associate Start Date: 08/06/2023 Commitment: 40 hours per week Description of Duties: As an analyst with the FP&A group at M&T Bank, I cover multiple segments of the firm's commercial bank including its capital markets, commercial credit and commercial risk business lines. I am responsible for producing an annual financial plan of each of these business units; moreover, I develop monthly forecasts and report prior period actual results.
CRS (Client Relationship Summary) - RIA
Click below to view Karanjit Singh Kamboj'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®
NoneExperience
Current
April 23, 2024 - Present
2K CAPITAL L.L.C.
RIA
CRD#: 330872
Roslyn Heights, NY
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
New York(4/23/2024)
Current Firm
2C
2K CAPITAL L.L.C.
2K CAPITAL L.L.C.
CRD#: 330872 / SEC#:
New York
Registered Investment Advisory firm - (4/23/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Roslyn Heights, NY
Mailing Address
Phone number
(516) 286-1161
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 5,100,000 |
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.
