Unclaimed Profile

Ajay B Gorrepati

VALO GROUP, LLC·PHILADELPHIA, Pennsylvania

Series 65Clean record7 years registeredVALO GROUP, LLC

2001 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2938176Firm CRD# 172139

Profile Verification

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

Identity

Ajay B Gorrepati · PHILADELPHIA, PA

Registration

CRD #2938176 · VALO GROUP, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALO GROUP, LLC

PERSONAL CAPITAL ADVISORS CORPORATION

Jan 2019 – Sep 2021

San Francisco, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 29, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALO GROUP, LLC

CRD 172139 · SEC 802-108397

AUM

$105M

Regulatory assets under management

Services offered by VALO GROUP, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at VALO GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Ajay B Gorrepati offer?

Ajay B Gorrepati specializes in Retirement Planning.

What are Ajay B Gorrepati's credentials?

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

Where is Ajay B Gorrepati located?

Ajay B Gorrepati is based in PHILADELPHIA, Pennsylvania, last registered with VALO GROUP, LLC.

How does Ajay B Gorrepati charge for services?

Ajay B Gorrepati's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALO GROUP, LLC?

VALO GROUP, LLC is a registered investment adviser with the SEC, managing $105M in regulatory assets under management. See their Form ADV for full details.

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