Vid Ponnapalli

Employer firm

Unique Financial Advisors LLC CRD 174124

$74.0M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Unique Financial Advisors Llc
  Holmdel, NJ

Other Businesses

Name of the other business: Unique Tax Consultants Not Investment-related Address of the other business: 999 Palmer Avenue, Suite 5, Holmdel, NJ 07733 Nature of the other business: Tax preparation, and planning services for individuals, families, and small businesses. Position: Sole Owner Unique Tax Consultants is distinct from Unique Financial Advisors, there are no conflicts of interest. Start Date: April 2017 15 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-23

Designations

• Certified Financial Planner