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Arnav Virmani

Capstone Partners

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About Arnav Virmani

Arnav Virmani is a financial professional registered with Capstone Partners and holds the Series 63, Series 79TO, and SIE licenses. Arnav has been in the financial services industry since 2021, working previously for Galena Capital. Arnav is currently registered with Capstone Partners in Meridian, ID.

Firm Information

Arnav Virmani is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Arnav Virmani’s Registration & Firm History

ID

12/20/2023 - Present

Capstone Partners (Meridian ID)

ID

05/19/2021 - 12/11/2023

GALENA CAPITAL (BOISE ID)

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Licenses & Designations

BC

Issued 04/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Arnav Virmani.
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