Investment adviser representative · Balanced Investment Advisors, LLC
Suresh Basnet
CRD 4426976 · Cedar Rapids,, IA
At a glance
Suresh Basnet is an investment adviser representative with Balanced Investment Advisors, LLC in Cedar Rapids,, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Suresh’s SEC record dates to 2008, about 18 years ago.
Current advisory firm
- Balanced Investment Advisors, LLCSince January 2020Cedar Rapids,, IA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Suresh’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
- 3 firmsLocked
- 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.