Arpy M. Raval
Professional summary
Arpy Montu Raval, CFP®, who also goes by Arpy VIren Pancholi, Arpy Raval, is a registered financial advisor currently at CLANCY WEALTH ADVISORS located in Chino Hills, California.
Arpy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Arpy has worked at 4 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Arpy Montu Raval's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2026 - Present
CLANCY WEALTH ADVISORS
Office #1: 14778 Pipeline Avenue Suite A, Chino Hills, CA 91709June 3, 2022 - April 9, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
June 3, 2022 - April 9, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
November 29, 2017 - October 8, 2020
LPL FINANCIAL LLC
November 29, 2017 - May 6, 2022
LPL FINANCIAL LLC
March 4, 2016 - November 29, 2017
NATIONAL PLANNING CORPORATION
June 17, 2015 - November 29, 2017
NATIONAL PLANNING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/2/2026)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
CLANCY WEALTH ADVISORS
CRD#: 340644 / SEC#: 801-135572
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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