Sunil Harpalani

Current Employers

Holistic View Financial, Llc

Jamaica Plain, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2017-10-11

MA RA
APPROVED

Since 2017-10-11

Branch Locations

Jamaica Plain, MA • 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

Organization	City	State	From	To
Sunil Harpalani, Llc	Boston	MA	10/2016	Present
Holistic View Financial, Llc	Boston	MA	05/2017	Present
Momenta Pharmaceuticals	Cambridge	MA	08/2014	09/2016

10/2016 → Present

Sunil Harpalani, Llc

Boston, MA
05/2017 → Present

Holistic View Financial, Llc

Boston, MA
08/2014 → 09/2016

Momenta Pharmaceuticals

Cambridge, MA

Other Businesses

Sunil Harpalani is currently the owner of Sunil Harpalani, LLC and operates as a financial planning and accounting consultant for businesses, primarily in the biotech industry. This activity accounts for up to 20% of his time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-11

S65 Uniform Investment Adviser Law Examination

2017-01-11