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MS

Manasvi Suserla

SAGETRADER
ENGLEWOOD, NJ 07631
CRD#: 8069159
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MS
Manasvi SuserlaSAGETRADER

Professional summary


Manasvi Suserla is a registered financial professional currently at SAGETRADER, LLC located in Englewood, New Jersey.

Manasvi is registered as a RR (Registered Representative) and started their career in finance in 2026. Manasvi has worked at 1 firm and has passed the Series 99TO and SIE exams.

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 Manasvi Suserla's CRS (Customer Relationship Summary).
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

March 23, 2026 - Present

SAGETRADER, LLC

Office #1: 282 Grand Avenue Suite #2, Englewood, NJ 07631
BD
CRD#: 137862
ENGLEWOOD, NJ

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


General Industry/Product Exam
RR
Series 99TO
Date: 3/21/2026
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


SL
SAGETRADER, LLC
BRIDGE INVESTMENT ADVISORS LLC | VT BROKERS, LLC | SAGETRADER, LLC

CRD#: 137862 / SEC#: , 8-67169

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


Main Address
282 Grand Avenue Suite #2, Englewood, NJ 07631
Mailing Address
282 Grand Avenue Suite #2, Englewood, NJ 07631
Phone number
(646) 837-0050
Established
Delaware since 09/29/2003
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BOGERT INVESTMENTS LLCSOLE MEMBER
FORSYTHE, MICHAEL FRANCISCEO2772933
PETERS, ROBERT WILLIAMFINOP1704577
STIPANICH, RYAN CHARLESCHIEF COMPLIANCE OFFICER5053220

Disclosures


Regulatory Event16

Red Flags


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

Company Information


SAGETRADER, LLC

CRD#: 137862Englewood, NJ 07631

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