PL

Pranay G. Laharia

BEACON RIDGE ADVISORS
FRISCO, TX
Some features on this profile are disabled
CRD#: 4839197
PL

Professional summary


Pranay G Laharia, who also goes by Pranay Gupta, Pranay Gupta Laharia, Pranay Laharia, is a registered financial advisor currently at BEACON RIDGE ADVISORS LLC located in Frisco, Texas.

Pranay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Pranay has worked at 3 firms and has passed the Series 63, Series 87 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Pranay Gupta | Pranay Gupta Laharia | Pranay Laharia

Other business activities


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.

CRS (Client Relationship Summary) - RIA


Click below to view Pranay G Laharia's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 6, 2026 - Present

BEACON RIDGE ADVISORS LLC

RIA
CRD#: 340894
FRISCO, TX
Past

July 26, 2018 - February 2, 2026

BARROW HANLEY GLOBAL INVESTORS

RIA
CRD#: 105519
DALLAS, TX
Past

September 21, 2004 - August 14, 2007

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR
California
(4/17/2026)
IAR
Texas
(4/6/2026)

Exams


State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BR
BEACON RIDGE ADVISORS LLC
BEACON RIDGE ADVISORS LLC

CRD#: 340894 / SEC#:

Texas
Registered Investment Advisory firm - (4/6/2026 Approved)
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Contact information


Main Address
Frisco, TX
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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Company Information


BEACON RIDGE ADVISORS LLC

CRD#: 340894Frisco, TX

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