Unclaimed Profile

Kavita Amy Rajoo

BANYAN GLOBAL INVESTMENT ADVISORS, LLC·BOCA RATON, Florida

Series 65Clean record5 years registeredBANYAN GLOBAL INVESTMENT ADVISORS, LLC

2600 N MILITARY TRAIL, BOCA RATON, FL 33431CRD# 5015072Firm CRD# 283264

Profile Verification

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

Identity

Kavita Amy Rajoo · BOCA RATON, FL

Registration

CRD #5015072 · BANYAN GLOBAL INVESTMENT ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANYAN GLOBAL INVESTMENT ADVISORS, LLC

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Aug 2021 – Oct 2021

BOCA RATON, FL

CENTER FOR ASSET MANAGEMENT, LLC

Jan 2021 – Jun 2021

PALM BEACH GARDENS, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 8, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

CRD 283264 · SEC 801-107482

AUM

$168M

Regulatory assets under management

Employees

150 client accounts

Services offered by BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BANYAN GLOBAL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kavita Amy Rajoo offer?

Kavita Amy Rajoo specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Kavita Amy Rajoo's credentials?

Kavita Amy Rajoo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kavita Amy Rajoo located?

Kavita Amy Rajoo is based in BOCA RATON, Florida, last registered with BANYAN GLOBAL INVESTMENT ADVISORS, LLC.

How does Kavita Amy Rajoo charge for services?

Kavita Amy Rajoo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANYAN GLOBAL INVESTMENT ADVISORS, LLC?

BANYAN GLOBAL INVESTMENT ADVISORS, LLC has approximately 4 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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