ZK
Zubin Kapur
VALOR WEALTH PARTNERS
WASHINGTON, DC 20005
CRD#: 7897981
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ZK
Zubin KapurVALOR WEALTH PARTNERS
Professional summary
Zubin Kapur is a registered financial advisor currently at VALOR WEALTH PARTNERS located in Washington, District Of Columbia.
Zubin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zubin has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Zubin Kapur'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 2, 2024 - Present
VALOR WEALTH PARTNERS
Office #1: 1200 G St Nw Suite 800, Washington, DC 20005RIA
CRD#: 315179
WASHINGTON, DC
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
District of Columbia(5/13/2024)
IAR
Florida(5/18/2024)
IAR
Maryland(4/2/2024)
IAR
Massachusetts(4/16/2024)
IAR
New Hampshire(4/2/2024)
IAR
North Carolina(6/11/2025)
IAR
South Carolina(10/28/2025)
IAR
Texas(4/2/2024)
IAR
Virginia(4/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
VALOR WEALTH PARTNERS
VALOR WEALTH PARTNERS | VALOR WEALTH PARTNERS, LLC
CRD#: 315179 / SEC#:
District of Columbia
Registered Investment Advisory firm - (6/2/2022 Approved)Florida
Registered Investment Advisory firm - (1/4/2024 Approved)Maryland
Registered Investment Advisory firm - (5/20/2022 Approved)Massachusetts
Registered Investment Advisory firm - (4/13/2022 Approved)New Hampshire
Registered Investment Advisory firm - (6/2/2022 Approved)North Carolina
Registered Investment Advisory firm - (6/11/2025 Approved)South Carolina
Registered Investment Advisory firm - (10/28/2025 Approved)Texas
Registered Investment Advisory firm - (1/15/2026 Approved)Virginia
Registered Investment Advisory firm - (6/13/2022 Approved)Loading...
Contact information
Main Address
1200 G St Nw Suite 800, Washington, DC 20005
Mailing Address
Phone number
(617) 648-2700
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 269 |
| AUM (Assets Under Management) | $ 45,941,808 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
