Satyaprasad Chakravarthy

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 08/2010 → Present
  Oklahoma State University
  Stillwater, OK
• 01/2003 → Present
  Student
  Hurst, TX
• 10/2015 → 09/2018
  Voya Financial Advisors, Inc.
  Irving, TX
• 09/2018 → 12/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2018 → 12/2019
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-09-05 → 2019-12-31
  Cambridge Investment Research Advisors, Inc.
  Irving, TX
  Dallas, TX
• 2017-10-31 → 2018-09-06
  Voya Financial Advisors, Inc.
  Irving, TX
  Houston, TX

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) PARIVEDA, 2811 McKinney Ave, Dallas TX 75204, United States, 01/01/2024, W2 Employee, Consulting/Coaching, NIR, 160 HR/MO - 140 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-08-07
• S63 Uniform Securities Agent State Law Examination
  2014-11-14

Other Names

• Satyu Chakravarthy