Investment adviser representative · Holistic View Financial, LLC
Sunil Harpalani
CRD 6818786 · Jamaica Plain, MA
At a glance
Sunil Harpalani is an investment adviser representative with Holistic View Financial, LLC in Jamaica Plain, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sunil’s SEC record dates to 2017, about 9 years ago.
Current advisory firm
- Holistic View Financial, LLCSince October 2017Jamaica Plain, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sunil’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.