Roshan Weeramantry has been Managing Member of Hyphen Wealth Management since August 2025, is a control person of the firm and directly owns under 5% of it.
Hyphen Wealth Management LLC is a Lafayette, CA firm with $126M under management, 59 clients and 3 advisers in one office, as of its March 2026 filing.
Roshan Weeramantry’s longest registration was 3 years at Rina Wealth Management Services LLC (2018–2022). Before joining Hyphen Wealth Management in 2025, Roshan Weeramantry was registered through Helium Advisors LLC and Rina Wealth Management Services LLC.
- Hyphen Wealth ManagementCurrent– present · 1 yearLafayette, CA · Adviser representative · Firm CRD 338134
- Helium Advisors LLC– · 2 yearsBerkeley, CA · Adviser representative · Firm CRD 282356
- Rina Wealth Management Services LLC– · 3 yearsOakland, CA · Adviser representative · Firm CRD 288688
Investment adviser representative registrations
Roshan Weeramantry is registered as an investment adviser representative in California, since September 2025.
- CaliforniaSince 3 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 January 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 October 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Roshan Mahendra Weeramantry
- CRD
- 3264377
- Firm
- Hyphen Wealth Management · CRD 338134
- Role
- Managing Member
- Office
- 3569 MT. DIABLO BLVD., STE 220, Lafayette, CA 94549
- Registration
- Investment adviser registration
- In the industry since
- February 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Roshan Weeramantry work?
Roshan Weeramantry has been Managing Member of Hyphen Wealth Management LLC since August 2025, and is a control person of the firm.
Is Roshan Weeramantry a financial advisor?
Yes. Roshan Weeramantry has a current investment-adviser registration in California, through Hyphen Wealth Management since September 2025.
How many years of experience does Roshan Weeramantry have?
Roshan Weeramantry has 26 years in the financial industry, since February 2000, across 3 adviser firms.
What exams has Roshan Weeramantry passed?
Roshan Weeramantry has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 1999. FINRA credited Roshan Weeramantry with the SIE, which began in October 2018.
Where did Roshan Weeramantry work before Hyphen Wealth Management?
Before Hyphen Wealth Management, Roshan Weeramantry was registered through Helium Advisors LLC, August 2022 to August 2025; Rina Wealth Management Services LLC, October 2018 to May 2022.
Where is Roshan Weeramantry based?
Roshan Weeramantry’s registered office is in Lafayette, CA.
Is Roshan Weeramantry registered with FINRA?
No. Roshan Weeramantry has no current broker registration.
How can I verify Roshan Weeramantry’s record?
Search CRD 3264377 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roshan Weeramantry’s full registration record.