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Marlboro, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rider University | Lawrenceville | NJ | 09/2017 | Present |
| Adelphi University | Garden City | NY | 09/2015 | 08/2017 |
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,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
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