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Investment adviser representative · Roshan Private Wealth Management, LLC

Roshan L. Shikarpuri

CRD 8156540 · Palm Harbor, FL

At a glance

Roshan L. Shikarpuri is an investment adviser representative with Roshan Private Wealth Management, LLC in Palm Harbor, FL, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Personal Financial Specialist.

Current advisory firm

  • Roshan Private Wealth Management, LLCSince November 2025Palm Harbor, FL · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2025
Designations
Personal Financial Specialist
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Roshan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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