Unclaimed Profile

Vickramjit Sharma

FUTU WEALTH ADVISORS, INC.·PALO ALTO, California

SIE, Series 7TO, Series 24, Series 63Clean recordFUTU WEALTH ADVISORS, INC.

550 S CALIFORNIA AVE, PALO ALTO, CA 94306CRD# 7186502Firm CRD# 310790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vickramjit Sharma · PALO ALTO, CA

Registration

CRD #7186502 · FUTU WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUTU WEALTH ADVISORS, INC.

CRD 310790 · SEC 801-119635

Employees

Total firm employees

Services offered by FUTU WEALTH ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FUTU WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Vickramjit Sharma offer?

Vickramjit Sharma specializes in Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Vickramjit Sharma's credentials?

Vickramjit Sharma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vickramjit Sharma located?

Vickramjit Sharma is based in PALO ALTO, California, working with FUTU WEALTH ADVISORS, INC.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Vickramjit Sharma charge for services?

Vickramjit Sharma's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUTU WEALTH ADVISORS, INC.?

FUTU WEALTH ADVISORS, INC. has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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