# Preeti Narayan

Preeti Narayan is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with AUSTIN ASSET.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AUSTIN ASSET](https://search.stillhousedata.com/firm/105441) | 2026-02-23 | present | Yes |
| [CFM WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/305135) | 2025-06-02 | 2026-01-15 | — |
| [PLANTE MORAN FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/112158) | 2018-05-07 | 2025-04-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6941554)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6941554.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
