Shawn Srivastava
Investment adviser representative at C2 Private Wealth
14 yearsExperience
1 stateRegistered in
$1.8BFirm assets
9 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
14 years in the industry.
- C2 Private WealthNov 2022 to now
- Strategic Investment Advisors, LLCOct 2022 to now
- Senior Planning AdvisorsJun 2022 to now
- Morgan StanleyJun 2021 to Aug 2021
- Full Time StudentSep 2012 to Apr 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
C2 Private Wealth
Legal name: Strategic Investment Advisors, LLC
$1.8BAssets managed
2,066Clients
14Advisers
9 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
- 7357136
- Firm CRD
- 151501