Kanak Iyer
Kanak Iyer is a registered investment advisor at Kanakadhara Financial Enterprise, based in Carnegie, PA, with 14 years of industry experience. Kanak operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Retirement Planning. Their firm serves 2 clients with $6.5M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
323 W.Main St, Carnegie, PA, 15106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kanak is an insurance agent/owner since 2010, selling fixed life, annuity, accident, and health insurance. Kanak also serves as President of the Asian American Chamber of Commerce Pittsburgh (about 10-20% of their time) and Executive Director of Biotechnology Board (a few hours per week).
Employment History
Current Registrations
Kanakadhara Financial Enterprise
Previous Registrations
MML Investors Services, LLC
State Registrations1 state
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