Roshan M. Weeramantry
Professional summary
Roshan Mahendra Weeramantry, who also goes by Roshan Weeramantry, is a registered financial advisor currently at HYPHEN WEALTH MANAGEMENT located in Lafayette, California.
Roshan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Roshan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Roshan Mahendra Weeramantry's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 2025 - Present
HYPHEN WEALTH MANAGEMENT
Office #1: 3569 Mt. Diablo Blvd. Ste 220, Lafayette, CA 94549August 22, 2022 - August 18, 2025
HELIUM ADVISORS LLC
October 9, 2018 - May 26, 2022
RINA WEALTH MANAGEMENT SERVICES LLC
January 20, 2011 - September 19, 2018
STRATCAP SECURITIES, LLC
November 16, 2005 - January 6, 2011
EQUITABLE DISTRIBUTORS, LLC
October 11, 1999 - December 2, 2005
DWS DISTRIBUTORS, INC.
Primary Firm SEC Registration
HYPHEN WEALTH MANAGEMENT
CRD#: 338134 / SEC#: 801-134270
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/3/2025)
Exams
Current Firm
HYPHEN WEALTH MANAGEMENT
CRD#: 338134 / SEC#: 801-134270
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 162 |
| AUM (Assets Under Management) | $ 120,028,630 |
Red Flags
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