Archana Ravindra Turaga
Investment adviser representative at Summitry, LLC
11 yearsExperience
1 stateRegistered in
$3.4BFirm assets
23 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Summitry, LLCMay 2021 to now
- UnemployedJun 2020 to May 2021
- Aspiriant LLCJul 2018 to Jun 2020
- Yellow Brick Road Financial Advisors LLCFeb 2018 to Jun 2018
- Carlton Pace Wealth ManagementOct 2015 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summitry, LLC
$3.4BAssets managed
1,327Clients
27Advisers
23 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
- 6578008
- Firm CRD
- 128586