Karan Sood, financial advisor Mclean VA

Karan Sood

CRD Number: 5256243
Current Firm: Cboe Vest Financial LLC

Karan Sood (CRD# 5256243) is an Investment Advisor Representative working at Cboe Vest Financial LLC in Mclean, VA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
First Dominion Capital Corp. Richmond, VA Sep 2016 - Current 4
Cboe Vest Mclean, VA Jul 2012 - Current 8
Matrix Capital Group, Inc. New York, NY Aug 2012 - Oct 2014 2
Profunds Bethesda, MD Apr 2011 - Jun 2012 1
Na New York, NY Jul 2010 - Apr 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Karan Sood
Phone Number: 855-979-6060
Firm Website: http://www.cboevest.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,114
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $79,566,449
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

VA

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