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NK

Nikhil Kalyanraman

PERFORMANCE TRUST CAPITAL PARTNERS
Chicago, IL 60661
Some features on this profile are disabled
CRD#: 7758890
NK

Professional summary

Nikhil Kalyanraman is a registered financial professional currently at PERFORMANCE TRUST CAPITAL PARTNERS, LLC located in Chicago, Illinois and MONROE FINANCIAL PARTNERS, INC. located in Chicago, Illinois.

Nikhil is registered as a RR (Registered Representative) and started their career in finance in 2023. Nikhil has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Nikhil Kalyanraman'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

June 11, 2025 - Present

PERFORMANCE TRUST CAPITAL PARTNERS, LLC

Office #1: 500 W. Madison Suite 450, Chicago, IL 60661
BD
CRD#: 36155
Chicago, IL
Current

November 10, 2025 - Present

MONROE FINANCIAL PARTNERS, INC.

Office #1: 500 W. Madison Suite 450, Chicago, IL 60661
BD
CRD#: 2811
CHICAGO, IL
Past

November 20, 2023 - June 4, 2025

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
Portland, OR

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
Illinois
(6/11/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/13/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/20/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/7/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/29/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

MF
MONROE FINANCIAL PARTNERS, INC.
MONROE FINANCIAL PARTNERS, INC. | MONROE SECURITIES, INC.

CRD#: 2811 / SEC#: , 8-14045

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
500 W. Madison, Suite 450, Chicago, IL 60661
Mailing Address
500 W. Madison, Suite 450, Chicago, IL 60661
Phone number
(312) 521-1000
Established
New York since 07/18/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PT FINANCIAL COMPANIES, LLCMANAGING MEMBER
BURESH, ADAM COULTERBOARD MEMBER5216617
DILASCIA, DARYLE ANTHONYPRESIDENT/BOARD MEMBER2793078
DOCHERTY, JENNIFER ANNGENERAL COUNSEL4587223
GAZDA, RYAN MTREASURER, CFO & BOARD MEMBER4230980
LOVE, KRISTIN MSECRETARY, CCO & BOARD MEMBER4370951
MCCRARY, TIMOTHY JAMESHEAD OF TRADING/BOARD MEMBER5789747

Disclosures

Regulatory Event3

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

MONROE FINANCIAL PARTNERS, INC.

CRD#: 2811Chicago, IL 60661

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