Sharan S Chakravarthy

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-02-04
TX	RA	APPROVED	2023-05-30
CA	RA	APPROVED	2023-04-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	12/2022	Present
Unemployed	Cupertino	CA	11/2021	12/2022
Sprouts	Cupertino	CA	07/2020	01/2022
Unemployed	Cupertino	CA	06/2018	07/2020
Uc Davis	Davis	CA	04/2018	06/2018
Unemployed	Cupertino	CA	09/2017	04/2018
Target	Cupertino	CA	07/2017	09/2017
Unemployed	Cupertino	CA	05/1998	09/2016
Uc Davis	Davis	CA	09/2016	09/2022
Bank Of America, N.A.	San Jose	CA	03/2023	Present

12/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
11/2021 → 12/2022

Unemployed

Cupertino, CA
07/2020 → 01/2022

Sprouts

Cupertino, CA
06/2018 → 07/2020

Unemployed

Cupertino, CA
04/2018 → 06/2018

Uc Davis

Davis, CA
09/2017 → 04/2018

Unemployed

Cupertino, CA
07/2017 → 09/2017

Target

Cupertino, CA
05/1998 → 09/2016

Unemployed

Cupertino, CA
09/2016 → 09/2022

Uc Davis

Davis, CA
03/2023 → Present

Bank Of America, N.A.

San Jose, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-21