Unclaimed Profile

Munish Sood

PRINCETON ADVISORY GROUP, INC.·HAMILTON, New Jersey

SIE, Series 7, Series 24, Series 6314 years registeredPRINCETON ADVISORY GROUP, INC.

2115 HAMILTON AVEUE, HAMILTON, NJ 08619CRD# 2805974Firm CRD# 129108

Profile Verification

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

Identity

Munish Sood · HAMILTON, NJ

Registration

CRD #2805974 · PRINCETON ADVISORY GROUP, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRINCETON ADVISORY GROUP, INC.

PRINCETON ADVISORY GROUP, INC.

May 2016 – Dec 2019

HAMILTON, NJ

HOLDUN FAMILY OFFICE LLC

Oct 2012 – Nov 2013

MIAMI, FL

ROSEDALE ASSET MANAGEMENT, LLC

Feb 2012 – Feb 2018

HAMILTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · February 3, 2012

Years registered · 14

Disclosure History

2020Regulatory·Pending

2017Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PRINCETON ADVISORY GROUP, INC.

CRD 129108 · SEC 801-62702

AUM

$95M

Regulatory assets under management

Employees

2 client accounts

Services offered by PRINCETON ADVISORY GROUP, INC.

Per Form ADV

Other

View all advisors at PRINCETON ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Munish Sood offer?

Munish Sood specializes in Fee-Only Advisory.

What are Munish Sood's credentials?

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

Where is Munish Sood located?

Munish Sood is based in HAMILTON, New Jersey, last registered with PRINCETON ADVISORY GROUP, INC..

How does Munish Sood charge for services?

Munish Sood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCETON ADVISORY GROUP, INC.?

PRINCETON ADVISORY GROUP, INC. has approximately 1 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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