Sunil Kumar Handa
Investment Adviser Representative at Innovative Private Wealth Management Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sunil Kumar Handa is an investment adviser representative in Greer, SC, currently registered with Innovative Private Wealth Management Inc. and Innovative Family Office LLC. They have worked in the securities industry since 2010 and were previously registered with MML Investors Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Massmutual LIFE Insurance CoApr 2009 – Jan 2025Greenville, SC
- MML Investors Services, LLCJan 2010 – Dec 2024Greenville, SC
- Innovative Family Office LLCJun 2025 – Aug 2026Greenville, SC
- Innovative Private Wealth Management Inc.Jun 2025 – no end date reportedGreenville, SC
- UnemployedJan 2025 – Jun 2025Greer, SC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Innovative Private Wealth Management Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Somers, NY
- SEC file number:
- 801-127387
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Innovative Private Wealth Management Inc.
8 other advisors in the directory
Similar advisors in Greer, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sunil Kumar Handa has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched