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Preeti Narayan

Austin Asset

Austin, TX

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Current Employers
Austin Asset

7200 N. Mopac, Suite 315, Austin, TX 78731 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-23

Branch Locations

7200 N. Mopac, Suite 315, Austin, TX 78731 • 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
Plante Moran Financial Advisors Columbus OH 06/2016 04/2025
The Ohio State University Columbus OH 08/2013 05/2017
Cfm Wealth Partners Llc Austin TX 06/2025 01/2026
Austin Asset Austin TX 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-05
  • S65 Uniform Investment Adviser Law Examination
    2018-05-05
Designations

View on SEC IAPD

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