Unclaimed Profile

Akhil (nmn) Lodha

STRATIFI, LLC·SAN FRANCISCO, California

Series 7, Series 63, Series 65Clean record9 years registeredSTRATIFI, LLC

77 GEARY STREET, SAN FRANCISCO, CA 94108CRD# 5769647Firm CRD# 149862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Akhil (nmn) Lodha · SAN FRANCISCO, CA

Registration

CRD #5769647 · STRATIFI, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATIFI, LLC

STRATIFI, LLC

Nov 2016 – May 2018

San Francisco, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 15, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATIFI, LLC

CRD 149862 · SEC 801-70173

AUM

$85M

Regulatory assets under management

Employees

28 client accounts

Services offered by STRATIFI, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at STRATIFI, LLC →

Introduction

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Frequently Asked Questions

What services does Akhil (nmn) Lodha offer?

Akhil (nmn) Lodha specializes in Investment Management, Retirement Planning.

What are Akhil (nmn) Lodha's credentials?

Akhil (nmn) Lodha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Akhil (nmn) Lodha located?

Akhil (nmn) Lodha is based in SAN FRANCISCO, California, last registered with STRATIFI, LLC.

How does Akhil (nmn) Lodha charge for services?

Akhil (nmn) Lodha's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATIFI, LLC?

STRATIFI, LLC has approximately 11 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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