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Office Manager · V2 Financial Group, LLC

Sharmila Vedam

CRD 4745538 · Named on Form ADV at one SEC-registered adviser

At a glance

V2 Financial Group, LLC, an SEC-registered wealth manager with $350 million in regulatory assets, lists Sharmila Vedam on its Form ADV as Office Manager.

Firms and roles

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Sharmila’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sharmila’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.