Ashwin Rajan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2022 → 08/2022
  Outspoke.iO
  Remote Work, CA
• 08/2019 → 05/2023
  University Of Maryland - College Park
  College Park, MD
• 05/2023 → 05/2025
  Unemployed
  Potomac, MD
• 05/2015 → 06/2019
  Full-Time Student
  Potomac, MD
• 06/2019 → 08/2019
  Unemployed
  Potomac, MD
• 05/2025 → Present
  Lpl Financial
  Bethesda, MD

Other Businesses

1. 05/06/2025- Tranquil Advisors LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location(s) 2. 05/06/2025- Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2026-03-20

Other Names

• Ash Rajan