Unclaimed Profile

Ajay Mehra

FORESIGHT GLOBAL INVESTORS, INC.·PURCHASE, New York

SIE, Series 7, Series 63, Series 66Clean record13 years registeredFORESIGHT GLOBAL INVESTORS, INC.

2900 WESTCHESTER AVE., PURCHASE, NY 10577CRD# 2783335Firm CRD# 281818

Profile Verification

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

Identity

Ajay Mehra · PURCHASE, NY

Registration

CRD #2783335 · FORESIGHT GLOBAL INVESTORS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FORESIGHT GLOBAL INVESTORS, INC.

NEWEDGE ADVISORS

Nov 2021 – Mar 2022

PURCHASE, NY

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Jul 2015 – Nov 2021

PURCHASE, NY

SALIENT CAPITAL ADVISORS, LLC

Jun 2013 – Jun 2015

HOUSTON, TX

SALIENT ADVISORS, L.P.

Jan 2013 – Jun 2015

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 8, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORESIGHT GLOBAL INVESTORS, INC.

CRD 281818 · SEC 801-106799

AUM

$957M

Regulatory assets under management

Employees

22 client accounts

Services offered by FORESIGHT GLOBAL INVESTORS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at FORESIGHT GLOBAL INVESTORS, INC. →

Introduction

Speak with Ajay

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ajay is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PURCHASE?

Browse all registered financial advisors in PURCHASE, New York or claim this profile if it's yours.

Browse PURCHASE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ajay Mehra offer?

Ajay Mehra specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Ajay Mehra's credentials?

Ajay Mehra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ajay Mehra located?

Ajay Mehra is based in PURCHASE, New York, last registered with FORESIGHT GLOBAL INVESTORS, INC..

How does Ajay Mehra charge for services?

Ajay Mehra'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 FORESIGHT GLOBAL INVESTORS, INC.?

FORESIGHT GLOBAL INVESTORS, INC. has approximately 6 employees and manages $957M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →