Preeti Narayan
Investment adviser representative at Austin Asset
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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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
13 years in the industry.
- Austin AssetFeb 2026 to now
- Cfm Wealth Partners LLCJun 2025 to Jan 2026
- Plante Moran Financial AdvisorsJun 2016 to Apr 2025
- The Ohio State UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Austin Asset
Legal name: Austin Asset Management Co
$1.9BAssets managed
458Clients
15Advisers
38 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
- 6941554
- Firm CRD
- 105441