Roshan M. Weeramantry
Professional summary
Roshan Mahendra Weeramantry, who also goes by Roshan Weeramantry, was a registered financial advisor .
Roshan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Roshan had 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)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 3, 2025 - Present
Office #1: 3569 Mt. Diablo Blvd. Ste 220, Lafayette, CA 94549
August 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.
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
No current employment
Red Flags
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Company Information
No current employment
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