Soumyalakshmi Parasuraman
Griffin Black · Redwood City, California
Soumyalakshmi Parasuraman is a fee-only financial advisor at Griffin Black in Redwood City, California, who holds the CFP credential. Griffin Black reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Soumyalakshmi →
Facts
| Firm | Griffin Black |
|---|---|
| Based in | Redwood City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $355.5M across 698 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7679332 |
| Exams passed | Series 66 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.griffinblack.com |
How Soumyalakshmi's firm compares
- Griffin Black's average account is about $509,000, from its Form ADV (assets managed divided by 698 accounts).
Request an introduction to Soumyalakshmi
Tell Soumyalakshmi a little about what you're looking for. Soumyalakshmi isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Soumyalakshmi
Is Soumyalakshmi Parasuraman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Soumyalakshmi holds no broker registration, and Griffin Black reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Soumyalakshmi charge for financial advice?
Soumyalakshmi's firm, Griffin Black, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Soumyalakshmi Parasuraman based?
Soumyalakshmi Parasuraman is based in Redwood City, California.
What credentials does Soumyalakshmi Parasuraman hold?
Soumyalakshmi Parasuraman holds the CFP credential.
Is Soumyalakshmi Parasuraman registered with the SEC?
Yes. Soumyalakshmi Parasuraman is registered as an investment adviser representative in CA and TX (CRD 7679332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Griffin Black manage?
Griffin Black reports $355.5M across 698 accounts in assets under management.
How do I contact Soumyalakshmi Parasuraman?
Through Soumyalakshmi's website, www.griffinblack.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.