Atul Pravin Shrimankar

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → Present
  Shrimankar Pc
  Grapevine, TX
• 09/2012 → Present
  Guardian Life Insurance Co Of America
  Grapevine, TX
• 09/2014 → 06/2021
  Voya Financial Advisors
  Grapevine, TX
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2022 → 12/2024
  Dfw Metro Partners
  Grapevine, TX
• 12/2021 → Present
  Playa Group Investors, Llc
  Grapevine, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-11-23 → 2021-06-09
  Voya Financial Advisors, Inc.
  Norman, OK
  Grapevine, TX
  Windsor, CT
• 2010-12-23 → 2012-11-12
  Park Avenue Securities Llc
  Grapevine, TX
  Austin, TX
  Euless, TX
  Euless, TX
  Austin, TX
• 2003-01-16 → 2010-08-25
  Mml Investors Services, Llc
  Euless, TX
  Euless, TX
  Euless, TX

Other Businesses

1) NAME OF ENTITY: SAHSIM PROPERTIES, LLC; No; 2129 MARTIN DR; BEDFORD; TX; 76021; Commercial Real Estate; Owner/PARTNER; 6/18/2010; 1; 0; MAINTAIN BUILDING AND COLLECT RENT 2) NAME OF ENTITY: SUNLIFE PROPERTIES, LLC; No; 821 N DOVE RD; GRAPEVINE; TX; 76051; RENTAL PROPERTIES; OWNER; 4/1/2005; 4; 0; MAINTAIN PROPERTIES,COLLECT RENT 3) NAME OF ENTITY: SHRI PROPERTIES LLC; No; 1323 W NORTHWEST HWY #100; GRAPEVINE; TX; 76051; COMMERCIAL PROPERTY; OWNER; 5/1/2011; 1; 0; MAINTAIN PROPERTY AND COLLECT RENT 4) NAME OF ENTITY: SHRIMANKAR PC; No; 1323 W NORTHWEST HWY #100; GRAPEVINE; TX; 76051; CPA/Tax Practice; OWNER/CPA; 1/1/1996; 220; 220; PROVIDE ACCOUNTING SERVICES,AND TAX SERVICES. 5) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1323 W NORTHWEST HWY #100; GRAPEVINE; TX; 76051; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/8/2012; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 6) NAME OF ENTITY: PEACOCK LODGING CORP(RED ROOF INN); No; 820 N WATSON RD; ARLINGTON; TX; 76111; LODGING/HOTEL; DIRECTOR/V.P; 4/1/2005; 1; 0; NO OPERATIONAL DUTIES, ONLY DO TAX FILINGS FOR THE COMPANY 7) NAME OF ENTITY: Shrimankar Financial; Yes; 1323 W. Northwest Hwy Ste 100; Grapevine; TX; 76051; FINANCIAL SERVICES/DBA; Financial Adviser; 10/24/2019; 10; 135; Sale and Service Insurance and Securities Products. 8) NAME OF OTHER BUSINESS: PLAYA GROUP INVESTORS, LLC, INVESTMENT RELATED: NO, ADDRESS: 1323 W NORTHWEST HWY, STE 100, GRAPEVINE, TX, 76051, NATURE OF BUSINESS: REAL ESTATE, START DATE: 12/2021, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CONDO IN PLAYA DEL CARMEN, MEXICO, FOR MEMBER USE AND RENTAL;

Exams

• S66 Uniform Combined State Law Examination
  2002-12-09
• S63 Uniform Securities Agent State Law Examination
  1997-03-26

Other Names

• Atul Pravin Shrimankar