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Rukun Vaidya

Drivewealth, LLC

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About Rukun Vaidya

Rukun Vaidya is a financial advisor with Drivewealth, LLC based in New York, New York. Rukun Vaidya has been in the industry since 2016 and is registered with FINRA. Rukun Vaidya holds the Series 7, Series 24 and Series 57 licenses. Prior to joining Drivewealth, LLC, Rukun Vaidya was employed at Betterment Securities.

Firm Information

Rukun Vaidya is currently registered with Drivewealth, LLC. Drivewealth, LLC is a Limited Liability Company formed in May 2012. The firm is registered to conduct business in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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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Rukun Vaidya’s Registration & Firm History

NY

10/02/2023 - Present

Drivewealth, LLC (New York NY)

NY

11/19/2015 - 01/27/2023

BETTERMENT SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/19/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2017

Series 57 - Securities Trader Exam

BC

Issued 11/19/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rukun Vaidya.
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