Sripat Pandey

Current Employers

Employment History

• 11/2014 → Present
  Global Wealth Management, Llc
  Kingston, NJ
• 06/2025 → Present
  Satva Advisors Llc
  Princeton, NJ

Other Businesses

1.I am on the board of RBD Real Estate Inc. and some of its subsidiaries as a director in a casual advisory role and I don't own any stake, this is not investment related. These are small real estate investments for a family friend . I spent less than 1 hour a month and zero time during securities trading hours, the business address is 3 White Tail Ln, Monroe Twp, NJ 08831. I started on March 14, 2023. 2. I am on the board of a small technology company Quintype Technologies Inc. in a casual advisory role, and I own less than 2% stake, this is not investment related. I spend 1 hour a month and zero time during securities trading hours, the business address is 3 White Tail Ln, Monroe Twp, NJ 08831. I started on Feb 27, 2024. 3. I am on the board of a real estate investments business BK Media Inc. as director, also in a casual advisory role, this is not investment related. I spend less than 1 hour a month and zero time during securities trading hours, the business address is 3 White Tail Ln, Monroe Twp, NJ 08831. I started on Jan 3, 2025. 4. Satva Advisors. Investment-related. 15 Pettit Place, Princeton, NJ  08540. NJ-Registered RIA. CCO. Start Date: June 12, 2025. 10 hours/Month. 2 Hours/During Securities Trading Hours. Oversee regulatory supervision of RIA business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-27
• S63 Uniform Securities Agent State Law Examination
  2012-10-24

Other Names

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