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Prashanth A Chintanapalli

SRC WEALTH ADVISORS
Dunwoody, GA
·CRD# 4270461·22 years experience

Professional Summary

Prashanth A Chintanapalli is a registered financial advisor currently at SRC WEALTH ADVISORS LLC located in Dunwoody, Georgia and HFA INVESTMENTS, LLC located in Dunwoody, Georgia. Prashanth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Prashanth has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

SRC WEALTH ADVISORS LLC·CRD# 269870
RIA
Dunwoody, GA
June 25, 2015 - Present
HFA INVESTMENTS, LLC·CRD# 334904
RIA
Dunwoody, GA
April 29, 2025 - Present
MORGAN STANLEY·CRD# 149777
RIA
Atlanta, GA
February 10, 2012 - April 13, 2015
MORGAN STANLEY·CRD# 149777
BD
Atlanta, GA
February 10, 2012 - April 13, 2015
BARCLAYS CAPITAL INC.·CRD# 19714
RIA
Atlanta, GA
October 29, 2010 - February 22, 2012
BARCLAYS CAPITAL INC.·CRD# 19714
BD
Atlanta, GA
October 29, 2010 - February 22, 2012
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Atlanta, GA
July 16, 2007 - November 5, 2010
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Atlanta, GA
March 24, 2005 - November 5, 2010
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
January 22, 2004 - March 31, 2005

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Current Firm

SW
SRC WEALTH ADVISORS LLC

SRC WEALTH ADVISORS LLC

CRD#: 269870
Georgia
Registered Investment Advisory firm - Georgia (6/25/2015 Approved)

Contact Information

Main Address

Dunwoody, GA

Phone Number

(678) 938-0162

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

22

AUM (Assets Under Management)

$43,657,701

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(6/25/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2015About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Sep 2006About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Jan 2004About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Prashanth A Chintanapalli's CRS (Customer Relationship Summary).

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