KP
Kushal Parmar
OTR GLOBAL LLC
Cranford, NJ 07016
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CRD#: 8074300
KP
Professional summary
Kushal Parmar is a registered financial advisor currently at OTR GLOBAL LLC located in Cranford, New Jersey.
Kushal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kushal 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.
CRS (Client Relationship Summary) - RIA
Click below to view Kushal Parmar'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
July 1, 2025 - Present
OTR GLOBAL LLC
Office #1: 25 Commerce Drive, Cranford, NJ 07016RIA
CRD#: 123809
Cranford, NJ
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(7/1/2025)
Current Firm
OG
OTR GLOBAL LLC
OFF THE RECORD RESEARCH LLC | OTR GLOBAL LLC
CRD#: 123809 / SEC#:
California
Registered Investment Advisory firm - (5/6/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Manhattanville Road Suite 105, Purchase, NY 10577
Mailing Address
Phone number
(914) 908-3994
Established
Firm type
Fiscal year end
# of Employees
75
Red Flags
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