Adarsh Shyamsundar (CRD# 7477000) is an Investment Advisor Representative working at Polaris Capital Management LLC in El Dorado Hills, CA and has over 2 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Polaris Capital Management LLC | El Dorado Hills, CA | Jan 2022 - Current | 2 |
| Micron Technology Inc. | Folsom, CA | Mar 2010 - Feb 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- CA
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$172,633
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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