Hariharan Raghavan Iyer
Professional Summary
Hariharan Raghavan Iyer, who also goes by Hariharan Iyer, is a registered financial advisor currently at WEALTHPAVER located in Pleasanton, California. Hariharan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Hariharan has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Hariharan Iyer
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Current Firm
WEALTHPAVER | WEFEA CAPITAL LLC
Contact Information
Main Address
4695 Chabot Drive, Suite 200, Pleasanton, CA 94588Phone Number
(925) 922-3499# of Employees
2Regulatory Assets Under Management
Total Number of Accounts
24AUM (Assets Under Management)
$67,232Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
State Registrations and Notice Filings
(8/30/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES
CRS (Client Relationship Summary) - RIA
Click below to view Hariharan Raghavan Iyer's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
TERRAFIRMA WEALTH PARTNERS
GINSBERG FINANCIAL STRATEGIES