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Shawn Srivastava

C2 Private Wealth

Novi, MI

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Current Employers
C2 Private Wealth

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-11-28
  • MI RA
    APPROVED
    Since 2022-11-28

Branch Locations

29409 Haggerty Road Suite 200, Novi, MI 48377 • 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
Strategic Investment Advisors, Llc Livonia MI 10/2022 Present
Senior Planning Advisors Livonia MI 06/2022 Present
Full Time Student East Lansing MI 09/2012 04/2022
Morgan Stanley East Lansing MI 06/2021 08/2021
  • 10/2022 → Present
    Strategic Investment Advisors, Llc
    Livonia, MI
  • 06/2022 → Present
    Senior Planning Advisors
    Livonia, MI
  • 09/2012 → 04/2022
    Full Time Student
    East Lansing, MI
  • 06/2021 → 08/2021
    Morgan Stanley
    East Lansing, MI
Other Businesses

Senior Planning Advisors; Yes; Livonia, MI; Insurance; Client services and insurance (non sales related); 06/2022; Time spent 50%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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