Ketaki Kulkarni

BULL RUN INVESTMENT MANAGEMENT LLC

Los Altos, CA

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CRD#: 7954632

Professional summary

Ketaki Kulkarni is a registered financial advisor currently at BULL RUN INVESTMENT MANAGEMENT LLC located in Los Altos, California.

Ketaki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ketaki has worked at 1 firm and has passed the Series 65 exam.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ketaki Kulkarni'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 27, 2024 - Present

BULL RUN INVESTMENT MANAGEMENT LLC

RIA

CRD#: 306763

Los Altos, CA

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

California
(11/27/2024)

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

State Security Law Exam

IAR

Series 65

Date: 7/31/2023

Uniform Investment Adviser Law Examination

Current Firm

BULL RUN INVESTMENT MANAGEMENT LLC

CRD#: 306763 / SEC#:

California

Registered Investment Advisory firm - (11/27/2024 Approved)

District of Columbia

Registered Investment Advisory firm - (4/27/2020 Approved)

Florida

Registered Investment Advisory firm - (8/12/2022 Approved)

Maryland

Registered Investment Advisory firm - (4/5/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/19/2024 Approved)

Texas

Registered Investment Advisory firm - (12/15/2021 Approved)

Virginia

Registered Investment Advisory firm - (3/6/2020 Approved)

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Contact information

Main Address

6731 Whittier Avenue Suite #200, Mclean, VA 22101

Mailing Address

Phone number

(703) 344-6844

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	424
AUM (Assets Under Management)	$ 57,347,981

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ketaki Kulkarni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ketaki Kulkarni's CRS (Customer Relationship Summary).

Certified licenses

Experience

BULL RUN INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2023

Current Firm

BULL RUN INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BULL RUN INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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