SK
CFA
SK
CFA

Sunil Kulkarni

19 Years of Experience
Tipp City, OH

Sunil Kulkarni is a CFA-designated registered investment advisor at Nuts2invest.com, LLC, based in Tipp City, OH, with 19 years of industry experience. Sunil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Tipp City, OH

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sunil is involved with Emerson, a for-profit organization focused on engineering management and new compressor product development, since 1987. This activity is not investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Nuts2invest.com, LLC
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Nuts2invest.com, LLC
October 2012 - December 2020 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - October 2012 · 5 yrs
Aim Financial Advisors, LLC
January 2007 - October 2007 · 9 mos
State Registrations1 state
OH
Advisor

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.
Sunil Kulkarni - Financial Advisor | TrueAdvisor