Punita Kumar-Sinha (CRD# 2921329) is an Investment Advisor Representative working at Pacific Paradigm Advisors LLC in Wellesley, MA and has over 26 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Paradigm Advisors LLC | Wellesley, MA | Jan 2012 - Current | 12 |
| Bennett And Coleman | Maharashtra, | Aug 2012 - Jun 2018 | 5 |
| Freedom Advisors | Mumbai, | Apr 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
- MA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$1,962,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
MA
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