Kusum Ramchandani

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2007 → 12/2025
  Webster Bank
  Wallingford, CT
• 10/2011 → 12/2025
  Lpl Financial Llc
  Wallingford, CT
• 12/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 12/2025 → Present
  Cetera Investment Advisers Llc
  North Haven, CT

Previous Registrations

• 2011-10-11 → 2025-12-11
  Lpl Financial Llc
  North Haven, CT
  Milford, CT
  Wallingford, CT
  Milford, CT
  New Haven, CT
  Waterford, CT
  Groton, CT
  New Haven, CT
  Watertown, CT
  Middletown, CT
• 2011-10-04 → 2011-10-11
  Uvest Financial Services Group, Inc.
  North Haven, CT
  Milford, CT
  Waterbury, CT
  Southbury, CT
  Wolcott, CT
  Wallingford, CT
  Wolcott, CT

Other Businesses

1. KSR FINANCIAL DBA FOR CETERA BUSINESS. 2. 100% OWNER; SANKUS LLC, RENTAL PROPERTY, 50% OWNER. 3. DINSAR LLC, RENTAL PROPERTY, 50% OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-03
• S63 Uniform Securities Agent State Law Examination
  2006-03-07

Designations

• Chartered Financial Consultant

Other Names

• Shalini S Murjani
• Kim Ramchandani