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Roshan J Kansagra

Greenwich Capital Partners, LLC

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About Roshan J Kansagra

Roshan Kansagra is a financial professional with over 15 years of experience in the industry. Roshan is currently registered with Greenwich Capital Partners, LLC in Greenwich, CT. Prior to this, Roshan was employed at Pickwick Capital Partners, LLC in White Plains, NY, BNP Paribas Securities Corp. in New York, NY and Barclays Capital Inc. in New York, NY. Roshan holds the Series 7, Series 24, Series 63, Series 79, and SIE licenses.

Firm Information

Roshan Kansagra is currently registered with Greenwich Capital Partners, LLC. Greenwich Capital Partners, LLC is a Limited Liability Company formed in 2019 and is registered in 39 states as well as the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Roshan Kansagra’s Registration & Firm History

CT

10/25/2021 - Present

Greenwich Capital Partners, LLC (GREENWICH CT)

NY

07/01/2020 - 10/26/2021

PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)

NY

04/08/2016 - 03/02/2020

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

NY

05/29/2007 - 10/14/2011

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

03/14/2006 - 05/11/2007

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2016

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 03/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roshan J Kansagra.
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