Chirag Yagnik has been Chief Investment Officer of Arta Finance Wealth Management since July 2021, is a control person of the firm and directly owns under 5% of it.
Arta Finance Wealth Management, LLC is a Mountain View, CA firm with $153M under management, 1,043 clients and 18 advisers across 2 offices, as of its June 2026 filing.
Chirag Yagnik is on the Arta Finance team, based in the Bay Area. He was previously Engineering Manager, ML in Financial Markets at Google and Head of Empirical Trading at DRW.
No adviser firm registrations are on Chirag Yagnik’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 2010 |
| Series 7 | General Securities Representative Examination | 19 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chirag Narendrakumar Yagnik
- CRD
- 4975083
- Firm
- Arta Finance Wealth Management · CRD 318714
- Role
- Chief Investment Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- artafinance.com
Where does Chirag Yagnik work?
Chirag Yagnik has been Chief Investment Officer of Arta Finance Wealth Management, LLC since July 2021, and is a control person of the firm.
Does Chirag Yagnik have a current investment-adviser registration?
Chirag Yagnik has no current investment-adviser or broker registration.
What exams has Chirag Yagnik passed?
Chirag Yagnik has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 2010. FINRA credited Chirag Yagnik with the SIE, which began in October 2018.
Is Chirag Yagnik registered with FINRA?
No. Chirag Yagnik has no current broker registration.
How can I verify Chirag Yagnik’s record?
Search CRD 4975083 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chirag Yagnik’s full registration record.
