SC
SC

Satyaprasad Chakravarthy

10 Years of Experience
Dallas, TX
Broker

Satyaprasad Chakravarthy is a registered investment advisor, based in Dallas, TX, with 10 years of industry experience.

Location

Dallas, TX

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Satyaprasad works as an advisory representative of a registered investment advisor, spending about half of his time on this and about a quarter of his time trading. Satyaprasad is also a W2 employee at Pariveda, working in consulting/coaching full-time and nearly full-time trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2021 - Present · 4 yrs 10 mos
Cambridge Investment Research Advisors, INC.
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
September 2018 - December 2019 · 1 yr 3 mos
Cambridge Investment Research Advisors, INC.
September 2018 - December 2019 · 1 yr 3 mos
Voya Financial Advisors, INC.
October 2017 - September 2018 · 11 mos
Voya Financial Advisors, INC.Broker
October 2015 - September 2018 · 2 yrs 11 mos
LPL Financial LLCBroker
August 2014 - November 2015 · 1 yr 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Satyaprasad Chakravarthy - Financial Advisor | TrueAdvisor