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Shival Bajpay

Carrara Wealth Management

Los Angeles, CA

CRD 6587746

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Employer firm

Carrara Wealth Management CRD 340803

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Carrara Wealth Management

Los Angeles, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-10
  • CA RA
    APPROVED
    Since 2026-06-10

Branch Locations

Los Angeles, CA • 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
Barclays Capital New York NY 11/2015 08/2018
Parker Infrastructure Partners New York NY 08/2018 07/2020
Capital Group Los Angeles CA 09/2020 08/2022
Atlas Los Angeles CA 10/2022 05/2026
Carrara Wealth Management Los Angeles CA 05/2026 Present
  • 11/2015 → 08/2018
    Barclays Capital
    New York, NY
  • 08/2018 → 07/2020
    Parker Infrastructure Partners
    New York, NY
  • 09/2020 → 08/2022
    Capital Group
    Los Angeles, CA
  • 10/2022 → 05/2026
    Atlas
    Los Angeles, CA
  • 05/2026 → Present
    Carrara Wealth Management
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-07
S63 Uniform Securities Agent State Law Examination 2017-09-25
  • S65 Uniform Investment Adviser Law Examination
    2025-10-07
  • S63 Uniform Securities Agent State Law Examination
    2017-09-25

View on SEC IAPD

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