Unclaimed Profile

Ashish Sadashiv Kulkarni

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.·BOSTON, Massachusetts

Series 65Clean record23 years registeredSTRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

800 BOYLSTON STREET, BOSTON, MA 02199CRD# 4627877Firm CRD# 114922

Profile Verification

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

Identity

Ashish Sadashiv Kulkarni · BOSTON, MA

Registration

CRD #4627877 · STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Apr 2003 – Feb 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 15, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

CRD 114922 · SEC 801-60513

AUM

$7.5B

Regulatory assets under management

Employees

10 client accounts

Services offered by STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Ashish Sadashiv Kulkarni offer?

Ashish Sadashiv Kulkarni specializes in Investment Management.

What are Ashish Sadashiv Kulkarni's credentials?

Ashish Sadashiv Kulkarni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ashish Sadashiv Kulkarni located?

Ashish Sadashiv Kulkarni is based in BOSTON, Massachusetts, last registered with STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C..

How does Ashish Sadashiv Kulkarni charge for services?

Ashish Sadashiv Kulkarni'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 STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.?

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. is a registered investment adviser with the SEC, managing $7.5B in regulatory assets under management. See their Form ADV for full details.

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