KR
ChFC
KR
ChFC

Kusum Ramchandani

20 Years of Experience
North Haven, CT
1 DisclosureBroker

Kusum Ramchandani is a ChFC-designated registered investment advisor, based in North Haven, CT, with 20 years of industry experience.

Location

110 Washington Ave, 4th Fl, North Haven, CT, 06473

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History

Regulatory History (1)
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Customer Dispute
July 2008
Settled
Other Business Activities

Kusum owns rental real estate through multiple entities, including Dinsar, LLC (since 2010) and Sankus, LLC (since 2018). She also has a DBA for her LPL business called Webster Investments and receives rental income from a property on W Main St, Meriden CT. These activities require minimal time commitment.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
December 2025 - Present · 5 mos
Cetera Investment Advisers LLC
December 2025 - Present · 5 mos
Previous Registrations
LPL Financial LLCBroker
October 2011 - December 2025 · 14 yrs 2 mos
LPL Financial LLC
October 2011 - December 2025 · 14 yrs 2 mos
Uvest Financial Services Group, INC.
October 2011 - October 2011 · 0 mos
Uvest Financial Services Group, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Webster Investment Services, INC.Broker
February 2006 - February 2007 · 1 yr
State Registrations20 states
CACTDCFLGAKYMANCNHNJNMNYORPARISCTXVAVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kusum Ramchandani - Financial Advisor | TrueAdvisor