KI
Karan Narayan Iraddi
MAGNOLIA GROWTH CAPITAL
Portland, OR
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CRD#: 7579512
KI
Professional summary
Karan Narayan Iraddi is a registered financial advisor currently at MAGNOLIA GROWTH CAPITAL located in Portland, Oregon.
Karan Narayan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Karan Narayan 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.
Karan Narayan Iraddi is a financial analyst and a full-time employee of Google, Inc. The address of his work is 1600 Amphitheatre Pkwy, Mountain View, CA. He has been working at Google since Sep 30, 2019 and the work is not investment-related. His work hours are from 9:00 AM to 5:00 PM from Mon to Fri and works 160 hrs per month. At Google, he works on forecast accuracy and helps in financial modeling of potential new opportunities available for the expansion of business. His duties include, but not limited to, assisting in financial planning and analysis. Investigating drivers of the revenue and costs; analyzing new business models and assisting the team in litigations. He is only available for Client meetings during this time upon request, on the sole discretion of Karan Narayan Iraddi. Clients may request time to meet with Karan Narayan Iraddi on weekday evenings from 6:00 PM to 9:00 PM. Given that MGC mainly invests in securities with a long-term approach, the firm expects to be buying and selling securities infrequently in a year, the firm does not believe that Karan Narayan Iraddi's employment at Google and unavailability during work hours at Google poses any material issues for managing Client accounts. The primary work involves research and reading that the firm believes can happen outside the market hours and the hours that Karan Narayan Iraddi is employed at Google.
CRS (Client Relationship Summary) - RIA
Click below to view Karan Narayan Iraddi'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
August 9, 2022 - Present
MAGNOLIA GROWTH CAPITAL
RIA
CRD#: 322030
Portland, OR
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(8/22/2022)
IAR
Oregon(8/9/2022)
Current Firm
MG
MAGNOLIA GROWTH CAPITAL
MAGNOLIA GROWTH CAPITAL | MAGNOLIA GROWTH CAPITAL LLC
CRD#: 322030 / SEC#:
California
Registered Investment Advisory firm - (8/22/2022 Approved)Oregon
Registered Investment Advisory firm - (8/9/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Milwaukie, OR
Mailing Address
Phone number
(971) 255-3373
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 858,075 |
Red Flags
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