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Chirag Surti

2 Years of Experience
Marlboro, NJ

Chirag Surti is a registered investment advisor at Cniv Financial Planning LLC, based in Marlboro, NJ, with 2 years of industry experience. Chirag operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

One-Time Plan:$1,000 - $1,500
Hourly Rate:$250/hr
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Location

Marlboro, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Chirag is a full-time Associate Professor at Rider University since 2017. He also offers business or educational consulting services and owns IV Educational Ventures, which develops online courses and seminars, dedicating minimal time to it currently.

Employment History
Current Registrations
Cniv Financial Planning LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NJ
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.
Chirag Surti - Financial Advisor | TrueAdvisor