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Ramprasad Satagopan

EVEREST MANAGEMENT CORP.·CUPERTINO, California
Series 65Clean record19 years registeredEVEREST MANAGEMENT CORP.
10080 N. WOLFE ROAD, CUPERTINO, CA 95014CRD# 5273980Firm CRD# 142945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ramprasad Satagopan · CUPERTINO, CA
Registration
CRD #5273980 · EVEREST MANAGEMENT CORP. · 19 years registered
Brand Profile
Not yet started
01

Career History

EVEREST PRIVATE WEALTH
Sep 2021 – present
EVEREST MANAGEMENT CORP.
Apr 2007 – Jun 2021
LOS GATOS, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 13, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EVEREST MANAGEMENT CORP.
CRD 142945 · SEC 801-120900
AUM
$222M
Regulatory assets under management
Employees
2
329 client accounts
Services offered by EVEREST MANAGEMENT CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EVEREST MANAGEMENT CORP. →
Introduction

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05

Frequently Asked Questions

What services does Ramprasad Satagopan offer?
Ramprasad Satagopan specializes in Financial Planning, Investment Management. Contact their office in CUPERTINO, California for a consultation.
What are Ramprasad Satagopan's credentials?
Ramprasad Satagopan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ramprasad Satagopan located?
Ramprasad Satagopan is based in CUPERTINO, California, working with EVEREST MANAGEMENT CORP.. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Ramprasad Satagopan charge for services?
Ramprasad Satagopan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVEREST MANAGEMENT CORP.?
EVEREST MANAGEMENT CORP. has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVEREST MANAGEMENT CORP.

Ranga Srinivasan
CUPERTINO, CA

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