PN
Pavan K. Neti
STANDISH CAPITAL MANAGEMENT
WATERTOWN, MA
Some features on this profile are disabled
CRD#: 5700053
PN
Professional summary
Pavan K Neti is a registered financial advisor currently at STANDISH CAPITAL MANAGEMENT, LLC located in Watertown, Massachusetts.
Pavan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Pavan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Pavan K Neti'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®
NoneExperience
Current
October 7, 2025 - Present
STANDISH CAPITAL MANAGEMENT, LLC
RIA
CRD#: 334325
WATERTOWN, MA
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
Massachusetts(10/7/2025)
Current Firm
SC
STANDISH CAPITAL MANAGEMENT, LLC
STANDISH CAPITAL MANAGEMENT, LLC
CRD#: 334325 / SEC#:
Massachusetts
Registered Investment Advisory firm - (10/7/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Watertown, MA
Mailing Address
Phone number
(716) 348-7609
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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