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Lexington, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2013 | 12/2019 |
| Cresset Asset Management, Llc | Lexington | MA | 07/2021 | 11/2022 |
| Path Matters, Llc | Lexington | MA | 01/2020 | Present |
| Fidelity Institutional Asset Management | Smithfield | RI | 06/2013 | 12/2019 |
| Cresset Asset Management | Chicago | IL | 07/2021 | 11/2022 |
| Altar Rock Llc | Lexington | MA | 06/2023 | Present |
| Altar Rock Llc | Lexington | MA | 10/2023 | Present |
| Altar Rock Llc | Lexington | MA | 05/2023 | Present |
| Altar Rock Insurance Llc | Lexington | MA | 06/2025 | Present |
Archan Kumar Basu is a member of the Arts Advisory Council at Laxmi Mittal South Asia Institute, Harvard University. Archan Kumar Basu is a Charter member at TiE Boston. Archan Kumar Basu is a board member of MIT South Asian Alumni Association. Archan Kumar Basu is a Schools Committee Member at Indian Americans of Lexington. Archan Kumar Basu volunteers at Well Being and Equity in the World Institute. Archan Kumar Basu volunteers at Commonwealth Shakespeare Company Archn Kumar Basu volunteers at Museum of Fine Arts, Boston in South Asian and Islamic Art. Name of outside business: Town of Lexington; Is the business investment related: No; Location of the business: Town of Lexington, MA Lexington MA 02420 USA; Position Title: Town Meeting Member, Precinct 7, and Chairperson of Ad Hoc Crematory Study Committee II; Responsibilities Duties: Participate in local decision making for the town of Lexington, MA. Includes regular town meetings during spring and fall sessions. Also includes participation in committees chartered by Lexington from time to time.; Start date with business: 2025-03-17; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3;Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No; Life Insurance Producer, Altar Rock Insurance LLC, Investment related: yes, Location of the business: 34 Harding Road Lexington MA 02420 United States; Responsibilities Duties: assist with private placement life insurance (PPLI) and private placement variable annuity (PPVA) activity ;Start date with business: 2025-06-23; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-19 |
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