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Princeton, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-12 |
Branch Locations
Princeton, NJ • United States
Princeton, NJ • United States
4420 Route 27 Suite B, Kingston, NJ 08528 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Wealth Management | Kingston | NJ | 05/2021 | Present |
| Princeton University | Princeton | NJ | 06/2019 | 03/2020 |
| Princeton University | Princeton | NJ | 02/2017 | 08/2017 |
| Princeton Internships In Civic Service | Princeton | NJ | 04/2015 | 09/2016 |
| Cfo Strategies Llc | Monroe | NJ | 10/2020 | 05/2021 |
| Weichert Realtors | Princeton | NJ | 04/2017 | Present |
| Stay At Home Mom | Princeton | NJ | 09/2016 | 02/2017 |
| Satva Advisors Llc | Princeton | NJ | 06/2025 | Present |
Satva Advisors. Investment-related. 15 Pettit Place, Princeton, NJ 08540. NJ-Registered RIA. Owner/President/CEO. Start Date: June 12, 2025. 10 hours/Month. 2 Hours/During Securities Trading Hours. Oversee all aspects of RIA business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
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