Best Investors Account Sign in
Inactive

Chirag S Surti

Cniv Financial Planning LLC

Marlboro, NJ

Claim This Profile
Current Employers
Cniv Financial Planning Llc

Marlboro, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-11-17
  • NJ RA
    APPROVED
    Since 2023-11-17

Branch Locations

Marlboro, NJ • 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
OrganizationCityStateFromTo
Rider University Lawrenceville NJ 09/2017 Present
Adelphi University Garden City NY 09/2015 08/2017
  • 09/2017 → Present
    Rider University
    Lawrenceville, NJ
  • 09/2015 → 08/2017
    Adelphi University
    Garden City, NY
Other Businesses

Employment Chirag Surti PhD is currently employed on a full-time basis, nominally forty hours per week, between September and June, as a faculty member with a rank of Associate Professor at Rider University. Rider University Is located at 2083 Lawrenceville Road, Lawrenceville, NJ 08648. Chirag Surti PhD teaches business courses at undergraduate and MBA level, conducts research and provides administrative services at Rider University. He has been employed at Rider University since 9/1/2017. Speaking/Consulting Engagements Chirag Surti may offer business or educational consulting services as well as educational seminars on a variety of topics, including financial planning at an hourly rate or for a fixed fee to many businesses and professionals through CNIV Financial Planning or IV Educational Ventures. Clients may include, but are not limited to, universities, trade and professional unions, financial planning firms, investment companies, and other professional businesses. Services include, but are not limited to, financial, educational or technological consultation, educational seminars on financial planning topics and workshops. These activities do not take up a significant amount of time annually. IV Educational Ventures generates and provides adult educational content such as online courses, seminars, and workshops related to various topics on personal finance, investment strategies, and investment management, I solely own this business, This business was established in March 2021. At present, I have devoted ZERO hours to this business, but in the future, I may devote 4-5 hrs/month. I expect to devote 0 hours to this business during trading hours. The business aims to develop educational material and content that will be sold and delivered online in form of a course/seminar or workshops,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-19
  • S65 Uniform Investment Adviser Law Examination
    2022-12-19

View on SEC IAPD

More in Marlboro, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor