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Nayan Prafulchandra Lapsiwala

Aspiriant, LLC

Mountain View, CA

Los Angeles, CA

CRD 5376811

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Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
CA RA APPROVED 2017-02-01
  • TX RA
    APPROVED
    Since 2026-03-23
  • CA RA
    APPROVED
    Since 2017-02-01

Branch Locations

2570 W. El Camino Real Suite 520, Mountain View, CA 94040 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stanford Investment Group, Inc. Mountain View CA 03/2007 01/2017
Aspiriant Mountain View CA 02/2017 Present
  • 03/2007 → 01/2017
    Stanford Investment Group, Inc.
    Mountain View, CA
  • 02/2017 → Present
    Aspiriant
    Mountain View, CA
Previous Registrations
  • 2016-01-04 → 2017-02-09
    Stanford Investment Group, Inc.
    Mountain View, CA
    Mountain View, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-27
  • S63 Uniform Securities Agent State Law Examination
    2008-08-27
Designations
  • Certified Financial Planner
Other Names
  • Nayan P Lapsiwala

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC
EL CAMINO GLOBAL CAPITAL, LLC

Nearby Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas

Nearby Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA

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