Unclaimed Profile

Paul Rohit Punyani

PAGNATO KARP PARTNERS, LLC·RESTON, Virginia

Series 3, Series 65Clean record10 years registeredPAGNATO KARP PARTNERS, LLC

11951 FREEDOM DRIVE, RESTON, VA 20190CRD# 6589799Firm CRD# 282298

Profile Verification

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

Identity

Paul Rohit Punyani · RESTON, VA

Registration

CRD #6589799 · PAGNATO KARP PARTNERS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PAGNATO KARP PARTNERS, LLC

SEQUENCE WEALTH MANAGEMENT

Aug 2023 – Nov 2025

ARLINGTON, VA

EQUITAS CAPITAL ADVISORS,LLC

Apr 2022 – Aug 2023

NEW ORLEANS, LA

MONUMENT WEALTH MANAGEMENT

Oct 2020 – Apr 2022

ALEXANDRIA, VA

UNITED BROKERAGE SERVICES INC

Jul 2018 – Aug 2019

McLean, VA

WEST FINANCIAL SERVICES, INC.

Jun 2016 – Nov 2016

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · June 30, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAGNATOKARP PARTNERS, LLC

CRD 282298 · SEC 801-107028

AUM

$2.2B

Regulatory assets under management

Employees

2,621 client accounts

Services offered by PAGNATOKARP PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PAGNATOKARP PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Rohit Punyani offer?

Paul Rohit Punyani specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Rohit Punyani's credentials?

Paul Rohit Punyani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Rohit Punyani located?

Paul Rohit Punyani is based in RESTON, Virginia, last registered with PAGNATO KARP PARTNERS, LLC.

How does Paul Rohit Punyani charge for services?

Paul Rohit Punyani's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAGNATO KARP PARTNERS, LLC?

PAGNATO KARP PARTNERS, LLC has approximately 27 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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