CS
Chirag S. Surti
CNIV FINANCIAL PLANNING LLC
Marlboro, NJ
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CRD#: 7711970
CS
Professional summary
Chirag S Surti is a registered financial advisor currently at CNIV FINANCIAL PLANNING LLC located in Marlboro, New Jersey.
Chirag is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Chirag 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.
Employment Chirag Surti PhD is currently employed on a full-time basis, nominally forty hours per week, between September and June, as a faculty member with a rank of Associate Professor at Rider University. Rider University Is located at 2083 Lawrenceville Road, Lawrenceville, NJ 08648. Chirag Surti PhD teaches business courses at undergraduate and MBA level, conducts research and provides administrative services at Rider University. He has been employed at Rider University since 9/1/2017. Speaking/Consulting Engagements Chirag Surti may offer business or educational consulting services as well as educational seminars on a variety of topics, including financial planning at an hourly rate or for a fixed fee to many businesses and professionals through CNIV Financial Planning or IV Educational Ventures. Clients may include, but are not limited to, universities, trade and professional unions, financial planning firms, investment companies, and other professional businesses. Services include, but are not limited to, financial, educational or technological consultation, educational seminars on financial planning topics and workshops. These activities do not take up a significant amount of time annually. IV Educational Ventures generates and provides adult educational content such as online courses, seminars, and workshops related to various topics on personal finance, investment strategies, and investment management, I solely own this business, This business was established in March 2021. At present, I have devoted ZERO hours to this business, but in the future, I may devote 4-5 hrs/month. I expect to devote 0 hours to this business during trading hours. The business aims to develop educational material and content that will be sold and delivered online in form of a course/seminar or workshops,
CRS (Client Relationship Summary) - RIA
Click below to view Chirag S Surti'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
November 17, 2023 - Present
CNIV FINANCIAL PLANNING LLC
RIA
CRD#: 325825
Marlboro, NJ
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 Jersey(11/17/2023)
Current Firm
CF
CNIV FINANCIAL PLANNING LLC
CNIV FINANCIAL PLANNING LLC
CRD#: 325825 / SEC#:
New Jersey
Registered Investment Advisory firm - (11/17/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Marlboro, NJ
Mailing Address
Phone number
(732) 298-7593
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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