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Current Employers
Satva Advisors Llc

Princeton, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-12
  • NJ RA
    APPROVED
    Since 2025-06-12

Branch Locations

Princeton, NJ • United States

Princeton, NJ • United States

Global Wealth Management, Llc

4420 Route 27 Suite B, Kingston, NJ 08528 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-10-26
  • NJ RA
    APPROVED
    Since 2021-10-26

Branch Locations

4420 Route 27 Suite B, Kingston, NJ 08528 • 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
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
  • 05/2021 → Present
    Global Wealth Management
    Kingston, NJ
  • 06/2019 → 03/2020
    Princeton University
    Princeton, NJ
  • 02/2017 → 08/2017
    Princeton University
    Princeton, NJ
  • 04/2015 → 09/2016
    Princeton Internships In Civic Service
    Princeton, NJ
  • 10/2020 → 05/2021
    Cfo Strategies Llc
    Monroe, NJ
  • 04/2017 → Present
    Weichert Realtors
    Princeton, NJ
  • 09/2016 → 02/2017
    Stay At Home Mom
    Princeton, NJ
  • 06/2025 → Present
    Princeton, NJ
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19
Other Names
  • Ronica Khanna

View on SEC IAPD

Other Firms

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