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Kanak Subramaniam Iyer

Kanakadhara Financial Enterprise

Carnegie, PA

Carnegie, PA

CRD 4797973

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Employer firm

Kanakadhara Financial Enterprise CRD 158491

$6.47M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kanakadhara Financial Enterprise

323 W.MAin St, Carnegie, PA 15106 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-07-22
  • PA RA
    APPROVED
    Since 2011-07-22

Branch Locations

323 W.MAin St, Carnegie, PA 15106 • United States

323 W.MAin St, Carnegie, PA 15106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kanakfinancial Pittsburgh PA 07/2010 Present
  • 07/2010 → Present
    Kanakfinancial
    Pittsburgh, PA
Previous Registrations
Other Businesses

NAME:KANAK IYER, INSURANCE AGENT.. INV.REL: YES ADDR:4080 BRECKENRIDGE DR,PRESTO, PA 15142 NATURE: INSURANCE SALES POSITION: AGENT/OWNER START DATE: 08/2010 HRS/MO:30... HRS/DURING TRADING: O.. DUTIES:SALES AND SERVICE OF FIXED LIFE, ANNUITY, ACCIDENT AND HEALTH INSURANCE FOR VARIOUS CARRIERS President AsianAmerican Chamber of commerce Pittsburgh No 323 W.Main St Carnegie a 1516 Nonprofit President 2014 15 hours monthly. none during trading hours. organizing events. Biotechnology Board No Executive Director 23 W.Main St Carnegie a 1516 Nonprofit 2022 11 hours monthly. none during trading hours. organizing events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-01
S63 Uniform Securities Agent State Law Examination 2004-07-12
  • S66 Uniform Combined State Law Examination
    2011-03-01
  • S63 Uniform Securities Agent State Law Examination
    2004-07-12
Other Names
  • Kanakadhara Subramaniam Iyer
  • Kanak Iyer

View on SEC IAPD

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