Ramprasad Satagopan
Investment adviser representative at Everest Private Wealth
23 yearsExperience
2 statesRegistered in
$410.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Everest Private WealthSep 2021 to now
- Magma Design AutomationJun 2003 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Everest Private Wealth
$410.8MAssets managed
90Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5273980
- Firm CRD
- 142945