Ravi J. Mujumdar

EVERSTAR ASSET MANAGEMENT

MOORESVILLE, NC 28117

CRD#: 8097882

Some features on this profile are disabled

Professional summary

Ravi Jayant Mujumdar is a registered financial advisor currently at EVERSTAR ASSET MANAGEMENT, LLC located in Mooresville, North Carolina.

Ravi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Ravi 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 Ravi Jayant Mujumdar'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

June 24, 2025 - Present

EVERSTAR ASSET MANAGEMENT, LLC

Office #1: 108 Gateway Blvd. Suite 204, Mooresville, NC 28117

RIA

CRD#: 313334

MOORESVILLE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERSTAR ASSET MANAGEMENT, LLC

CRD#: 313334 / SEC#: 801-128838

RIA

Registered Investment Advisory firm - (10/6/2023 Approved)

Iowa

Registered Investment Advisory firm - (10/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (10/19/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(6/24/2025)

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: 6/24/2025

Uniform Investment Adviser Law Examination

Current Firm

EVERSTAR ASSET MANAGEMENT, LLC

CRD#: 313334 / SEC#: 801-128838

RIA

Registered Investment Advisory firm - (10/6/2023 Approved)

Iowa

Registered Investment Advisory firm - (10/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (10/19/2023 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

108 Gateway Blvd. Suite 204, Mooresville, NC 28117

Mailing Address

Phone number

(440) 376-1629

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERSTAR ASSET MANAGEMENT, LLC - ADV PART 2A BROCHURE (7/11/2025)

Regulatory assets under management

Total Number of Accounts	1,091
AUM (Assets Under Management)	$ 311,456,457

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2022	Cover Page	Report

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.

Similar Advisors

Jessica Williams

VANGUARD ADVISERS, INC.

IAR

CHARLOTTE, NC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ravi J. Mujumdar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ravi Jayant Mujumdar's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERSTAR ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

EVERSTAR ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2025

Current Firm

EVERSTAR ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERSTAR ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors