Sunil Kumar Handa

Employer firm

Innovative Private Wealth Management Inc. CRD 324586

$367M regulatory AUM

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

• 04/2009 → 01/2025
  Massmutual Life Insurance Co
  Greenville, SC
• 01/2010 → 12/2024
  Mml Investors Services, Llc
  Greenville, SC
• 06/2025 → Present
  Broadstreet Family Office Llc
  Greer, SC
• 06/2025 → Present
  Innovative Private Wealth Management Inc.
  Greer, SC
• 01/2025 → 06/2025
  Unemployed
  Greer, SC

Previous Registrations

• 2025-06-25 → 2026-08-26
  Innovative Family Office Llc
  Greer, SC
  Somers, NY
• 2010-09-24 → 2024-12-31
  Mml Investors Services, Llc
  Greer, SC
  Charlotte, NC
  Greenville, SC

Other Businesses

(1) NAME: GANESH AND LAXMI INC; INV REL: Y; ADDRESS: AT RESIDENTIAL ADDRESS; NATURE: REAL ESTATE POSITION: OWNERSHIP; START: 10/1989; NO HRS/MO: 15; NO HRS/MO DUR TRADING: 0. (2) NAME: SUNTRADE FINANCIAL; INV REL: Y; ADDRESS: 3523 PELHAM RD, STE A, GREENVILLE, SC 29615; NATURE: HEALTH, GROUP LIFE, GROUP HEALTH; POSITION: AGENT; START: 6/1/2009; NO HRS/MO: 20; NO HRS/MO DUR TRADING: 0. (3) NAME: BROADSTREET INSURANCE AGENCY; INV REL: N; ADDRESS: 82 SUNNYSIDE LANE, WESTBURY, NY 11590; NATURE: INSURANCE COMPANY; POSITION: LICENSED SALES PERSON; OWNERSHIP: NONE; START: 6/15/2025; NO HRS/MONTH: 5; NUMBER OF HOURS DURING TRADING: 1 A WEEK; DUTIES: INSURANCE SALES.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-17

Other Names

• Sunny Handa