Warun
Kumar
Derivaty Co
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About this Advisor
Warun Kumar is a financial advisor who works in White Plains, New York with a total of 2 years of relevant experience. Kumar is currently employed by Derivaty Co. Throughout their career, Kumar has worked at Derivaty, LLC, Varick Asset Management, LLC and Rampart Investment Management. Kumar has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Derivaty Co is a registered investment business based out of White Plains, NY. It handles $39 million in assets across its one client accounts, placing it among the smaller firms in the country by assets under management. The business offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which service is offered. However, fee types charged by Derivaty Co likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Derivaty Co Brokerage Details
$39,000,000
2
1
$39,000,000
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Warun Kumar Work History
Warun has been registered as a financial advisor for 2 years.*
Derivaty, LLC
Rampart Investment Management
Varick Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Warun Kumar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Derivaty Co
White Plains, NY
White Plains, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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