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AK

Abhishek Kundalia

PEI GLOBAL PARTNERS LLC
TAMPA, FL 33602
Some features on this profile are disabled
CRD#: 7934074
AK

Professional summary

Abhishek Kundalia is a registered financial professional currently at PEI GLOBAL PARTNERS LLC located in Tampa, Florida.

Abhishek is registered as a RR (Registered Representative) and started their career in finance in 2025. Abhishek has worked at 1 firm and has passed the Series 79TO and SIE 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 Abhishek Kundalia'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

August 4, 2025 - Present

PEI GLOBAL PARTNERS LLC

Office #1: 1001 Water Street, Suite 1150, Tampa, FL 33602
BD
CRD#: 297979
TAMPA, FL

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
Florida
(8/8/2025)

Exams

General Industry/Product Exam
RR
Series 79TO
Date: 8/4/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/30/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PG
PEI GLOBAL PARTNERS LLC
MARPINE SECURITIES LLC | TOKENSOFT GLOBAL MARKETS, LLC | PEI GLOBAL PARTNERS LLC

CRD#: 297979 / SEC#: , 8-70159

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

Main Address
1001 Water Street, Suite 1150, Tampa, FL 33602
Mailing Address
1001 Water Street, Suite 1150, Tampa, FL 33602
Phone number
(646) 498-6957
Established
New York since 02/27/2018
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
PEI GLOBAL PARTNERS HOLDINGS LLCOWNER
GRAY, BENJAMIN NMNCEO/CCO1946982
PHILLIPS, KEVIN WSECOND GSP4256473
SIPINICK, KATHY EFREMFINOP3248100

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

PEI GLOBAL PARTNERS LLC

CRD#: 297979Tampa, FL 33602

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