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Rohit Bharat Mansukhani

Summitry, LLC

Foster City, CA

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Current Employers
Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-15
  • CA RA
    APPROVED
    Since 2026-07-15

Branch Locations

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • 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
Aspiriant, Llc San Francisco CA 07/2016 04/2024
Iconiq Capital San Francisco CA 09/2019 06/2024
Aspiriant, Llc Mountain View CA 09/2024 05/2025
Corient Menlo Park CA 05/2025 10/2025
Corient Services Llc Miami FL 05/2025 10/2025
Summitry, Llc Foster City CA 07/2026 Present
Unemployed Dublin CA 11/2025 07/2026
  • 07/2016 → 04/2024
    Aspiriant, Llc
    San Francisco, CA
  • 09/2019 → 06/2024
    Iconiq Capital
    San Francisco, CA
  • 09/2024 → 05/2025
    Aspiriant, Llc
    Mountain View, CA
  • 05/2025 → 10/2025
    Corient
    Menlo Park, CA
  • 05/2025 → 10/2025
    Corient Services Llc
    Miami, FL
  • 07/2026 → Present
    Summitry, Llc
    Foster City, CA
  • 11/2025 → 07/2026
    Unemployed
    Dublin, CA
Previous Registrations
  • 2025-06-10 → 2025-10-16
    Corient
    Menlo Park, CA
  • 2024-10-21 → 2025-03-13
    Aspiriant, Llc
    Mountain View, CA
    Los Angeles, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-01-06
  • S63 Uniform Securities Agent State Law Examination
    2014-01-06
Designations

View on SEC IAPD

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CELESTA
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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA
SEMPERVIRENS VENTURES LLC · SAN MATEO, CA

More in Foster City, CA

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