Preeti S. Venkatesan
Professional summary
Preeti Sneha Venkatesan, who also goes by Preeti Sneha Venkat, Preeti Venkatesan, is a registered financial professional currently at FAIRMOUNT PARTNERS LP located in Radnor, Pennsylvania.
Preeti is registered as a RR (Registered Representative) and started their career in finance in 2023. Preeti has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Preeti Sneha Venkatesan's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 28, 2025 - Present
FAIRMOUNT PARTNERS LP
Office #1: 555 East Lancaster Avenue Suite 640, Radnor, PA 19087July 17, 2023 - September 23, 2025
PNC CAPITAL MARKETS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/28/2025)
Exams
Series 79TO
Date: 8/22/2023
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 7/17/2023
General Securities Representative ExaminationFINRA
Current Firm
FAIRMOUNT PARTNERS LP
CRD#: 146668 / SEC#: , 8-67839
Contact information
FINRA licenses (3 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MCCARTHY, CORNELIUS PATRICK III | CHIEF EXECUTIVE OFFICER | 2153332 |
| THATCHER, RICHARD W JR | MANAGING DIRECTOR | |
| ROBINS, CHARLES MATTHEW | MANAGING DIRECTOR | 2444830 |
| FAIRMOUNT PARTNERS GP INC. | GP | |
| HALLIDAY, CHRISTINA MARIE | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 2769112 |
| SIMON, LINDA DAHMS MRS | CHIEF COMPLIANCE OFFICER | 59900 |
Red Flags
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