Anithah Neelakanda-Pillai

Employer firm

Ap Investment Management CRD 334805

$41.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2015 → 11/2020
  E.K. Riley Investments, Llc
  Seattle, WA
• 10/2020 → 02/2025
  Lpl Finanical Llc
  Mountain View, CA
• 02/2025 → Present
  Ap-Financial, Llc Dba Ap Investment Management
  Mountain View, CA

Previous Registrations

• 2020-10-01 → 2025-03-11
  Lpl Financial Llc
  Fremont, CA
  Fremont, CA
  Mountain View, CA
  Mountain View, CA
  Roseville, CA
• 2015-12-16 → 2020-11-06
  Ek Riley Investments, Llc
  Menlo Park, CA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Mountain View, CA
• 2015-06-03 → 2015-12-17
  Lpl Financial Llc
  Redwood City, CA

Other Businesses

1)10/1/2020- Truluma- Non-Variable Insurance - Trails Only- Inv. Related-Mountain View, CA- start date 3/22/2020- 0% 2)10/1/2020- Real Estate Rental- co-owner- Inv. Related- Santa Clara, CA- start date 9/21/2015- 0%

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-04
• S65 Uniform Investment Adviser Law Examination
  2014-09-05

Designations

• Certified Financial Planner

Other Names

• Anithah Pillai
• Anithah Neelakandapillai