VM
Varun K. Marneni
CPC ADVISORS
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 5986060
VM
Professional summary
Varun Kalyan Marneni, CFP® is a registered financial advisor currently at CPC ADVISORS, LLC located in Atlanta, Georgia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Woodstock, Georgia.
Varun is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Varun has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
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.
(1)Name of Business: Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 03/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I recently obtained my insurance license and will recommend RJ approved insurance when necessary in a financial plan. (2)Name of Business: CPC Advisors, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Non Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CEO and President (3)Name of Business: CPC Holdings Company, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: CEO, President (4)Name of Business: CPC Partners Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: CPC Partners was created to own client relationships and provide operational and non-investment advisory services for advisors affiliated with CPC Advisors. All registered activities are done through CPC Advisors, an RIA. (5)Name of Business: Ethos Address: Atlanta, GA, 30341, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
CRS (Client Relationship Summary) - RIA
Click below to view Varun Kalyan Marneni'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®
Experience
Current
May 12, 2015 - Present
CPC ADVISORS, LLC
Office #1: 1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309RIA
CRD#: 111025
Atlanta, GA
Current
November 2, 2011 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 3201 S Cherokee Ln Ste 340, Woodstock, GA 30188Office #2: 1475 Peachtree Street Ne Suite 750, Atlanta, GA 30309BD
CRD#: 6694
Woodstock, GA
Past
August 21, 2014 - October 3, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Atlanta, GA
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".
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP
CRD#: 111025 / SEC#: 801-11913
RIA
Registered Investment Advisory firm - (8/6/1976 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/3/2020)
RR
Arizona(1/3/2020)
RR
Arkansas(1/3/2020)
RR
California(1/22/2019)
RR
Colorado(5/19/2020)
RR
Connecticut(5/3/2022)
RR
Delaware(6/18/2024)
RR
District of Columbia(1/3/2020)
RR
Florida(1/22/2019)
RR
Georgia(11/10/2014)
IAR
Georgia(5/12/2015)
RR
Hawaii(3/3/2020)
RR
Idaho(10/17/2025)
RR
Illinois(1/3/2020)
RR
Indiana(11/17/2022)
RR
Kansas(1/3/2020)
RR
Kentucky(5/3/2022)
RR
Louisiana(5/3/2022)
RR
Maine(5/8/2024)
RR
Maryland(5/3/2022)
RR
Massachusetts(1/3/2020)
RR
Michigan(1/3/2020)
RR
Minnesota(10/17/2025)
RR
Mississippi(11/1/2021)
RR
Missouri(5/3/2022)
RR
Montana(10/11/2023)
RR
Nevada(1/3/2020)
RR
New Jersey(5/3/2022)
RR
New York(1/3/2020)
RR
North Carolina(1/6/2020)
RR
Ohio(9/18/2023)
RR
Oklahoma(6/18/2024)
RR
Pennsylvania(6/4/2019)
RR
South Carolina(1/3/2020)
RR
South Dakota(8/3/2023)
RR
Tennessee(1/27/2023)
RR
Texas(11/9/2020)
IAR
Texas(9/19/2024)
RR
Virginia(1/22/2019)
IAR
Virginia(9/19/2024)
RR
Washington(5/3/2022)
RR
West Virginia(5/3/2022)
RR
Wisconsin(5/3/2022)
RR
Wyoming(5/3/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP
CRD#: 111025 / SEC#: 801-11913
RIA
Registered Investment Advisory firm - (8/6/1976 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309
Mailing Address
Phone number
(404) 879-3000
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,696 |
| AUM (Assets Under Management) | $ 2,095,480,549 |
Red Flags
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.
