Varun Kalyan Marneni
Investment adviser representative at Cpc Advisors, LLC
15 yearsExperience
3 statesRegistered in
$1.7BFirm assets
50 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cpc Advisors, LLCOct 2025 to now
- Raymond James Financial Services Advisors Inc.Aug 2014 to now
- Raymond James Financial Services,incOct 2011 to now
- Consolidated Planning CorpNov 2014 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (GA, TX, VA).
Cpc Advisors, LLC
$1.7BAssets managed
981Clients
16Advisers
50 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
- 5986060
- Firm CRD
- 111025