Rohit B. Mansukhani
SUMMITRY | Senior Manager in Wealth Management
FOSTER CITY, CA 94404
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CRD#: 5983468
Rohit Bharat MansukhaniSUMMITRY
Professional summary
Rohit Bharat Mansukhani, CFA is a registered financial advisor currently at SUMMITRY, LLC located in Foster City, California.
Rohit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rohit has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Biography
Rohit brings more than a decade of experience in investment management and financial planning to his role as a Senior Manager in Wealth Management at Aspiriant. Clients have shared that they value his ability to communicate complex financial concepts clearly. That is because Rohit collaborates closely with families to design strategies that align with their long-term goals and values. His focus areas include portfolio management, estate planning and managing concentrated stock positions, helping clients make informed decisions across various aspects of their financial lives.
Rohit rejoined Aspiriant in 2024, after previously working with the firm from 2015 to 2019. In the interim, he served as an advisor at Iconiq Capital, where he supported founders and corporate executives with investment management and financial planning. This experience strengthened his approach to serving high-net-worth clients in an evolving market environment. Building trusted relationships and simplifying wealth management challenges are among the most rewarding aspects of his role.
Rohit earned his B.A. in Economics from the University of California, Riverside, and holds the Chartered Financial Analyst® (CFA®) designation. His interest in lifelong learning extends beyond finance; he draws inspiration from books like Atomic Habits by James Clear, which influence his focus on continuous improvement.
Rohit and his wife live in the Bay Area with their golden retriever, Scooby. They enjoy traveling and hiking Northern California’s scenic trails.
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 Rohit Bharat Mansukhani'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®
Education
University of California, Riverside
B.A. - Economics
Experience
Current
July 10, 2026 - Present
SUMMITRY, LLC
Office #1: 919 Hillsdale Blvd. Suite 150, Foster City, CA 94404RIA
CRD#: 128586
FOSTER CITY, CA
Past
June 10, 2025 - October 16, 2025
CORIENT
RIA
CRD#: 319448
Menlo Park, CA
Past
October 21, 2024 - March 13, 2025
ASPIRIANT, LLC
RIA
CRD#: 146720
Mountain View, CA
Past
December 10, 2013 - March 13, 2015
SCOTTRADE, INC.
BD
CRD#: 8206
REDLANDS, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SUMMITRY, LLC
GOLUB GROUP INC | THE GOLUB GROUP | SUMMITRY, LLC | GOLUB GROUP, LLC
CRD#: 128586 / SEC#: 801-62398
RIA
Registered Investment Advisory firm - (9/26/2003 Approved)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(7/10/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SL
SUMMITRY, LLC
GOLUB GROUP INC | THE GOLUB GROUP | SUMMITRY, LLC | GOLUB GROUP, LLC
CRD#: 128586 / SEC#: 801-62398
RIA
Registered Investment Advisory firm - (9/26/2003 Approved)Loading...
Contact information
Main Address
919 Hillsdale Blvd. Suite 150, Foster City, CA 94404
Mailing Address
Phone number
(650) 212-2240
Established
Firm type
Fiscal year end
# of Employees
43
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,384 |
| AUM (Assets Under Management) | $ 3,008,628,872 |
Red Flags
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Company Information
SUMMITRY, LLC
Senior Manager in Wealth ManagementCRD#: 128586Foster City, CA 94404TRUST BUT VERIFY
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