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MT

Manikandan Thandapani

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CRD#: 7875639
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Manikandan Thandapani, who also goes by Mani Thandapani, was a registered financial professional .

Manikandan is a previously registered financial professional and started their career in finance in 2024. Manikandan had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mani Thandapani

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) Thomas Doll CPAs 165 Lennon Lane Suite 200 Walnut Creek, CA 94598 Accounting Firm Non-investment Related August 2022 to Present Senior Tax Manager Duties include delivery of accounting and tax services with exposure to wealth management and investment services. Devotes 160 hours per month to this position all of which are during securities trading hours. 2) Sole Proprietor 11883 Grandview Drive Frisco, TX 75035 Prepare 1040 tax returns for family and friends Non-investment related Devotes approximately 15 hours in February and March, none of which is during securities trading hours.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 1, 2024 - January 4, 2025

EARNED WEALTH

RIA
CRD#: 316933
Walnut Creek, CA
Past

February 21, 2024 - August 5, 2025

EARNED WEALTH ADVISORS, LLC

RIA
CRD#: 108052
WALNUT CREEK, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/10/2024
Uniform Investment Adviser Law Examination

Current Firm


EW
EARNED WEALTH
EARNED | NOHO FINANCIAL, INC | FORME FINANCIAL | EARNED WEALTH

CRD#: 316933 / SEC#: 801-123055

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Contact information


Main Address
30 Cooper Square 10th Floor, New York, NY, 10003
Mailing Address
Phone number
(914) 417-4556
Established
Firm type
Fiscal year end
# of Employees
19

Documents


Latest Form ADV

Part 2 Brochures

EARNED WEALTH FORM ADV PART 2A (1/29/2025)

Regulatory assets under management


Total Number of Accounts409
AUM (Assets Under Management)$ 106,567,909

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


EARNED WEALTH

CRD#: 316933

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