Ranga Srinivasan has been Founder & Director / Chief Compliance Officer of Everest Private Wealth since January 2007, is a control person of the firm and directly owns between 50% and 75% of it. Ranga Srinivasan studied at the University of Cincinnati.
Everest Private Wealth is a Cupertino, CA firm with $411M under management, 90 clients and 2 advisers in one office, as of its March 2026 filing.
Ranga Srinivasan is Co-Founder and Principal of Everest Private Wealth, based in Silicon Valley. After graduating in engineering from the University of Cincinnati, he witnessed the dot-com collapse and sought to manage his own personal finances. Everest was founded in 2007 to provide comprehensive wealth management.
- Everest Private WealthCurrent– present · 5 yearsCupertino, CA · Adviser representative · Firm CRD 142945
Investment adviser representative registrations
Ranga Srinivasan is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2021; the most recent is Texas, in October 2021.
- CaliforniaSince 30 September 2021
- TexasResidentSince 1 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2007 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5273981
- Firm
- Everest Private Wealth · CRD 142945
- Role
- Founder & Director / Chief Compliance Officer
- Office
- 10080 N. WOLFE ROAD, SUITE SW3-200, Cupertino, CA 95014
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- everestprivatewealth.com
Where does Ranga Srinivasan work?
Ranga Srinivasan has been Founder & Director / Chief Compliance Officer of Everest Private Wealth since January 2007, and is a control person of the firm.
Is Ranga Srinivasan a financial advisor?
Yes. Ranga Srinivasan has a current investment-adviser registration in California and Texas, through Everest Private Wealth since September 2021.
How many years of experience does Ranga Srinivasan have?
Ranga Srinivasan has 19 years in the financial industry, since August 2007, across 1 adviser firm.
What exams has Ranga Srinivasan passed?
Ranga Srinivasan passed the Series 65 in April 2007.
Where did Ranga Srinivasan work before Everest Private Wealth?
Before Everest Private Wealth, Ranga Srinivasan was registered through Everest Management Corp., April 2007 to June 2021.
Where is Ranga Srinivasan based?
Ranga Srinivasan’s registered office is in Cupertino, CA.
Is Ranga Srinivasan registered with FINRA?
No. Ranga Srinivasan has no current broker registration.
How can I verify Ranga Srinivasan’s record?
Search CRD 5273981 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ranga Srinivasan’s full registration record.