Unclaimed Profile

Rajeev H Kotyan

INNOVATIVE ADVISORY GROUP, LLC·LEXINGTON, Massachusetts

Series 65Clean record18 years registeredINNOVATIVE ADVISORY GROUP, LLC

394 LOWELL STREET, SUITE 8, LEXINGTON, MA 02420CRD# 5479610Firm CRD# 146618

Profile Verification

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

Identity

Rajeev H Kotyan · LEXINGTON, MA

Registration

CRD #5479610 · INNOVATIVE ADVISORY GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

INNOVATIVE ADVISORY GROUP

Jul 2008 – present

INNOVATIVE ADVISORY GROUP, LLC

Jul 2012 – Oct 2012

LEXINGTON, MA

US FINANCIAL ADVISORS, LLC

Apr 2008 – Jul 2008

ARLINGTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 10, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INNOVATIVE ADVISORY GROUP, LLC

CRD 146618 · SEC 801-122046

AUM

$129M

Regulatory assets under management

Employees

782 client accounts

Services offered by INNOVATIVE ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INNOVATIVE ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Rajeev H Kotyan offer?

Rajeev H Kotyan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Rajeev H Kotyan's credentials?

Rajeev H Kotyan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rajeev H Kotyan located?

Rajeev H Kotyan is based in LEXINGTON, Massachusetts, working with INNOVATIVE ADVISORY GROUP, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Rajeev H Kotyan charge for services?

Rajeev H Kotyan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INNOVATIVE ADVISORY GROUP, LLC?

INNOVATIVE ADVISORY GROUP, LLC has approximately 9 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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