Claim Profile
Unclaimed Profile
SN

Srikanth (nmn) Narayan

CACHE ADVISORS LLC·SAN FRANCISCO, California
SIE, Series 65Clean record3 years registeredCACHE ADVISORS LLC
95 THIRD ST, 2ND FLOOR, SAN FRANCISCO, CA 94103CRD# 7536370Firm CRD# 323063

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Srikanth (nmn) Narayan · SAN FRANCISCO, CA
Registration
CRD #7536370 · CACHE ADVISORS LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

Nov 2022present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · November 16, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CACHE ADVISORS LLC
CRD 323063 · SEC 801-126849
AUM
$174M
Regulatory assets under management
Employees
4
3 client accounts
Services offered by CACHE ADVISORS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

Speak with Srikanth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Srikanth is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Srikanth (nmn) Narayan offer?
Srikanth (nmn) Narayan specializes in Retirement Planning, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Srikanth (nmn) Narayan's credentials?
Srikanth (nmn) Narayan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Srikanth (nmn) Narayan located?
Srikanth (nmn) Narayan is based in SAN FRANCISCO, California, working with CACHE ADVISORS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Srikanth (nmn) Narayan charge for services?
Srikanth (nmn) Narayan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CACHE ADVISORS LLC?
CACHE ADVISORS LLC has approximately 4 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →