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Maithreyi Gopalakrishnan

LIQUIDIFI
Superior, CO
·CRD# 7657967·4 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

LIQUIDIFI·CRD# 323922
RIA
Superior, CO
January 31, 2023 - Present

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Current Firm

LI
LIQUIDIFI

LIQUIDIFI | LIQUIDIFI LLC

CRD#: 323922
Colorado
Registered Investment Advisory firm - Colorado (1/31/2023 Approved)

Contact Information

Main Address

Superior, CO

Phone Number

(303) 882-7075

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

7

AUM (Assets Under Management)

$441,824

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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.

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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.
IAR
Colorado
(1/31/2023)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2022About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Maithreyi Gopalakrishnan's CRS (Customer Relationship Summary).

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