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65 And Sunny! Registered Investment Advisors, LLC CRD 175256
$2.00M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Annandale, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-01-06 |
Branch Locations
90 Washington Valley Road, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 65 And Sunny! Registered Investment Advisors, Llc | Bedminster | NJ | 06/2013 | Present |
Insurance Agent-Life, Health, Fixed Annuities, concurrent operation during business hours, and frequently evenings and weekends as well, utilizing risk management techniques for individuals and families in conjunction with overall financial and retirement planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-25 |
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