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Sreekanth Nagarajan

AYURASSET
AUSTIN, TX 78727
CRD#: 8180948
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SN
Sreekanth NagarajanAYURASSET

Professional summary

Sreekanth Nagarajan, who also goes by Sree Nagarajan, is a registered financial advisor currently at AYURASSET LLC located in Austin, Texas.

Sreekanth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sreekanth has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Sree Nagarajan

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 Sreekanth Nagarajan'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

April 8, 2026 - Present

AYURASSET LLC

Office #1: 12708 Riata Vista Cir Ste A-113, Austin, TX 78727
RIA
CRD#: 339114
AUSTIN, TX

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
Texas
(4/8/2026)
IAR
Washington
(4/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/16/2026
Uniform Investment Adviser Law Examination

Current Firm

AL
AYURASSET LLC
AYURASSET LLC

CRD#: 339114 / SEC#:

Texas
Registered Investment Advisory firm - (4/8/2026 Approved)
Washington
Registered Investment Advisory firm - (4/8/2026 Approved)
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Contact information

Main Address
12708 Riata Vista Cir Ste A-113, Austin, TX 78727
Mailing Address
Phone number
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.

Company Information

AYURASSET LLC

CRD#: 339114Austin, TX 78727

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