Investment adviser representative · Cniv Financial Planning LLC
Chirag S. Surti
CRD 7711970 · Marlboro, NJ
At a glance
Chirag S. Surti is an investment adviser representative with Cniv Financial Planning LLC in Marlboro, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chirag’s SEC record dates to 2023, about 2 years ago.
Current advisory firm
- Cniv Financial Planning LLCSince November 2023Marlboro, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chirag’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.