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Rasik Sharma

Lumida Wealth Management LLC

Wayne, NJ

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Current Employers
Lumida Wealth Management Llc

1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-27
  • NJ RA
    APPROVED
    Since 2026-04-27

Branch Locations

1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • 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
Tsg Alpha Partners Jersey City NJ 12/2025 04/2026
Tsg Invest Ronkonkoma NY 06/2025 11/2025
Aeklvya Advisors, Inc. New York NY 04/2024 05/2025
New York Institute Of Technology New York NY 01/2023 12/2024
Cibc Toronto 08/2018 12/2022
Cibc Toronto 09/2016 07/2018
Lumida Wealth Management Llc Wayne NJ 04/2026 Present
  • 12/2025 → 04/2026
    Tsg Alpha Partners
    Jersey City, NJ
  • 06/2025 → 11/2025
    Tsg Invest
    Ronkonkoma, NY
  • 04/2024 → 05/2025
    Aeklvya Advisors, Inc.
    New York, NY
  • 01/2023 → 12/2024
    New York Institute Of Technology
    New York, NY
  • 08/2018 → 12/2022
    Cibc
    Toronto
  • 09/2016 → 07/2018
    Cibc
    Toronto
  • 04/2026 → Present
    Lumida Wealth Management Llc
    Wayne, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-26
S63 Uniform Securities Agent State Law Examination 2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-11-26
  • S63 Uniform Securities Agent State Law Examination
    2025-08-26

View on SEC IAPD

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