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Manektala Investment Advisory Services Inc. CRD 328562
$5.55M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Powhatan, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-03 |
| VA | RA | APPROVED | 2023-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Powhatan | VA | 06/2017 | 11/2023 |
| Itt Esi Inc. | Carmel | IN | 08/2007 | 09/2016 |
| Mc Square Inc. | Powhatan | VA | 09/2016 | Present |
| Ms Square Inc. | Powhatan | VA | 12/2016 | Present |
| The Prudential Insurance Company Of America | Powhatan | VA | 09/2017 | 11/2023 |
| Manektala Investment Advisory Services Inc. | Powhatan | VA | 09/2023 | Present |
| Charan Manektala, Sole Proprietor | Powhatan | VA | 09/2023 | 02/2025 |
| Charan Manketala, Sole Proprietor | Powhatan | VA | 11/2022 | Present |
| Prudential Financial Planning Services | Powhatan | VA | 05/2021 | 11/2023 |
MC SQUARE INC. POSITION: President NATURE: 1. Sales of cost reduction services for small medium businesses 2. Technology consulting, training and advisory INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 20 SECURITIES TRADING HOURS PER MONTH: 0 START DATE: 09/2016 ADDRESS: Powhatan VA DESCRIPTION: Technology consulting MS SQUARE INC. POSITION: President NATURE: Educational Services INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 20 SECURITIES TRADING HOURS PER MONTH: 0 START DATE: 12/2016 ADDRESS: Powhatan VA DESCRIPTION: educational services for high school and middle school students in math and science Charan Manektala, Sole Proprietor POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 1 SECURITIES TRADING HOURS PER MONTH: 0 START DATE: 11/2022 ADDRESS: Powhatan VA DESCRIPTION: Owner of Rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-17 |
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