Roshan L. Shikarpuri

ROSHAN PRIVATE WEALTH MANAGEMENT

PALM HARBOR, FL 34684

CRD#: 8156540

Some features on this profile are disabled

Professional summary

Roshan L Shikarpuri, who also goes by Shan Shikarpuri, is a registered financial advisor currently at ROSHAN PRIVATE WEALTH MANAGEMENT, LLC located in Palm Harbor, Florida.

Roshan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Roshan has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Shan Shikarpuri

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roshan L Shikarpuri'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

November 24, 2025 - Present

ROSHAN PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 2658 West Lake Road, Palm Harbor, FL 34684

RIA

CRD#: 338403

PALM HARBOR, FL

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

Florida
(11/24/2025)

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

Current Firm

ROSHAN PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 338403 / SEC#:

Florida

Registered Investment Advisory firm - (11/24/2025 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2658 West Lake Road, Palm Harbor, FL 34684

Mailing Address

Phone number

(727) 786-1699

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Kyle Klatt

MML INVESTORS SERVICES, LLC

IAR

Tampa, FL

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Andrea Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Roshan L. Shikarpuri

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roshan L Shikarpuri's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROSHAN PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

ROSHAN PRIVATE WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

ROSHAN PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors