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Ahmad Surosh Rashidi

GRACIAN CAPITAL LLC·SOLANA BEACH, California
Series 65Clean record13 years registeredGRACIAN CAPITAL LLC
380 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 6124515Firm CRD# 328687

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ahmad Surosh Rashidi · SOLANA BEACH, CA
Registration
CRD #6124515 · GRACIAN CAPITAL LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

GRACIAN CAPITAL LLC
May 2025 – present
GRACIAN CAPITAL LLC
Jan 2013 – Jun 2021
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 3, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRACIAN CAPITAL LLC
CRD 328687 · SEC 801-129023
AUM
$111M
Regulatory assets under management
Employees
3
2 client accounts
Services offered by GRACIAN CAPITAL LLC
Per Form ADV
Pension consulting
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at GRACIAN CAPITAL LLC →
Introduction

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05

Frequently Asked Questions

What services does Ahmad Surosh Rashidi offer?
Ahmad Surosh Rashidi specializes in Retirement Planning. Contact their office in SOLANA BEACH, California for a consultation.
What are Ahmad Surosh Rashidi's credentials?
Ahmad Surosh Rashidi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ahmad Surosh Rashidi located?
Ahmad Surosh Rashidi is based in SOLANA BEACH, California, working with GRACIAN CAPITAL LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Ahmad Surosh Rashidi charge for services?
Ahmad Surosh Rashidi's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRACIAN CAPITAL LLC?
GRACIAN CAPITAL LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRACIAN CAPITAL LLC

Katherine Rose Lock
SOLANA BEACH, CA
Matthew Robert Kliber
SOLANA BEACH, CA

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Research
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