Unclaimed Profile

Rajeev H Kotyan

INNOVATIVE ADVISORY GROUP, LLC·LEXINGTON, Massachusetts

Clean recordINNOVATIVE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rajeev H Kotyan is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with INNOVATIVE ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INNOVATIVE ADVISORY GROUP, LLC

INNOVATIVE ADVISORY GROUP

AUM

$129M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INNOVATIVE ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5479610

Firm CRD# 146618

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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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