Unclaimed Profile

Ranga Srinivasan

EVEREST MANAGEMENT CORP.·CUPERTINO, California

Series 65Clean record19 years registeredEVEREST MANAGEMENT CORP.

10080 N. WOLFE ROAD, CUPERTINO, CA 95014CRD# 5273981Firm CRD# 142945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ranga Srinivasan · CUPERTINO, CA

Registration

CRD #5273981 · EVEREST MANAGEMENT CORP. · 19 years registered

Brand Profile

Not yet started

Career History

EVEREST PRIVATE WEALTH

Sep 2021 – present

EVEREST MANAGEMENT CORP.

Apr 2007 – Jun 2021

LOS GATOS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 13, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVEREST MANAGEMENT CORP.

CRD 142945 · SEC 801-120900

AUM

$222M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Ranga Srinivasan offer?

Ranga Srinivasan specializes in Financial Planning, Investment Management. Contact their office in CUPERTINO, California for a consultation.

What are Ranga Srinivasan's credentials?

Ranga Srinivasan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ranga Srinivasan located?

Ranga Srinivasan is based in CUPERTINO, California, working with EVEREST MANAGEMENT CORP.. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.

How does Ranga Srinivasan charge for services?

Ranga Srinivasan'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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