AA
AA

Achu Tambi Akum

16 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4677 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

1249 S. River Road, Suite 103, East Windsor, NJ, 08512

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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

Achu is the principal/owner of Rengen Consulting LLC, a strategy consulting firm, since May 2024. He dedicates about a quarter of his time to providing strategic consulting services.

Employment History
Current Registrations
MML Investors Services, LLCBroker
February 2025 - Present · 1 yr
MML Investors Services, LLC
February 2025 - Present · 1 yr
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2023 - May 2024 · 10 mos
Advice and Planning Services
July 2023 - May 2024 · 10 mos
UBS Financial Services INC.
July 2017 - July 2023 · 6 yrs
UBS Financial Services INC.Broker
July 2017 - July 2023 · 6 yrs
Global Portfolio Strategies, INC.
December 2012 - June 2016 · 3 yrs 6 mos
Prudential Investment Management Services LLCBroker
December 2012 - June 2016 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - December 2012 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - December 2012 · 5 yrs 5 mos
State Registrations16 states
ARCACTDCDEFLKYMDNCNJNMNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.