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Priyanka Ranjan

Investment adviser representative at Pioneer Advisory LLC
13 yearsExperience
1 stateRegistered in
$94.8KFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Pioneer Advisory LLCJan 2026 to now
  2. Goldman Sachs & Co. LLCSep 2024 to now
  3. VenerableJun 2022 to Sep 2024
  4. J.P Morgan Chase & CoJan 2019 to Mar 2022
  5. Fidelity InvestmentsJun 2018 to Dec 2018
  6. Full Time EducationJun 2013 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Pioneer Advisory LLC

$94.8KAssets managed
88Clients
1Advisers
1 yearIn 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
7992187
Firm CRD
337502
Advisor's SEC record (opens in a new tab)
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