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Maithreyi Gopalakrishnan

LIQUIDIFI
Superior, CO
Some features on this profile are disabled
CRD#: 7657967
MG

Professional summary


Maithreyi Gopalakrishnan is a registered financial advisor currently at LIQUIDIFI located in Superior, Colorado.

Maithreyi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Maithreyi has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
I am currently engaged in two other businesses. Requisite information about each of these two engagements can be found below: 1. The first business's name is PrecisionTerra, Inc. This business is not investment-related. The business's address is 1842 Mallard Drive, Superior, CO 80027. The other business is commercializing novel GPS technology developed at a University of Colorado-Boulder research lab. My position in PrecisionTerra is as the Founder and CEO. I began my relationship with this company upon its founding in August 2023, and became involved with the business on a full-time basis beginning in January 2024. I devote 40 hours/week, or approximately 160 hours/month, to this business. The number of hours devoted to this business during securities trading hours varies. On average, I devote 8-10 hours per week to this business during trading hours, and primarily work on this business outside of trading hours. In terms of my duties, as the Founder and CEO I am charged with validating the technology's performance in different GPS systems, speaking with potential customers and partners, and sourcing non-dilutive and dilutive capital to support operations. 2. The second business's name is Snorkel AI. This business is not investment-related. The business's address is 55 Perry St, Redwood City, CA 94063. However, the position is fully remote, so I conduct my consulting work for this business at 1842 Mallard Drive, Superior, CO 80027. Snorkel AI provides datasets to enterprise customers for these customers to train their own AI models. As an AI Expert Contributor, I provide questions that attempt to trick Snorkel's AI algorithms in the fields of Asian Studies, Physics, and Management Science. I began this position in November 2024, and devote approximately 4 hours per month to this position. I devote zero hours to this business during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Maithreyi Gopalakrishnan'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®
None

Experience


Current

January 31, 2023 - Present

LIQUIDIFI

RIA
CRD#: 323922
Superior, CO

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
Colorado
(1/31/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/2/2022
Uniform Investment Adviser Law Examination

Current Firm


LI
LIQUIDIFI
LIQUIDIFI | LIQUIDIFI LLC

CRD#: 323922 / SEC#:

Colorado
Registered Investment Advisory firm - (1/31/2023 Approved)
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Contact information


Main Address
Superior, CO
Mailing Address
Phone number
(303) 882-7075
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 320,607

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.

Company Information


LIQUIDIFI

CRD#: 323922Superior, CO

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