Srdana Pokrajac

PLANBOUND

New York, NY 10028

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CRD#: 7779893

Professional summary

Srdana Pokrajac is a registered financial advisor currently at PLANBOUND, LLC located in New York, New York.

Srdana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Srdana has worked at 1 firm .

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.

1. Spartan Planning Group; Financial Planner; Investment Related; 1931 New Garden Rd #220 Greensboro North Carolina 27410; Fee-only financial advisors serving families, individuals, and organizations; Collect, review and input data into financial planning software. Create financial plans. Attend and document client meetings ; Start date with business: 2024-05-28; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 100.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Srdana Pokrajac'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

November 7, 2023 - Present

PLANBOUND, LLC

Office #1: 157 East 86th Street #408, New York, NY 10028

RIA

CRD#: 327593

New York, 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
(11/7/2023)

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

Current Firm

PLANBOUND, LLC

CRD#: 327593 / SEC#:

New York

Registered Investment Advisory firm - (11/7/2023 Approved)

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Contact information

Main Address

157 East 86th Street 5th Floor, Mb #518, New York, NY 10028

Mailing Address

212 East 95th Street Apt 4b, New York, NY 10128

Phone number

(415) 368-1430

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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