Kusum Ramchandani
Kusum Ramchandani is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in North Haven, CT, with 20 years of industry experience. Kusum is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 Washington Ave, 4th Fl, North Haven, CT, 06473
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Regulatory History (1)
Customer Dispute
July 2008Other 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
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Webster Investment Services, INC.Broker
State Registrations20 states
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
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