Rakesh Khilnani

GOI

Miami, FL 33131

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CRD#: 2259700

Professional summary

Rakesh Khilnani is a registered financial advisor currently at GOI located in Miami, Florida.

Rakesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Rakesh has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rakesh Khilnani's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 2022 - Present

GOI

Office #1: 801 Brickell Avenue 8th Floor, Miami, FL 33131Office #2: 333 Las Olas Way Suite 434, Fort Lauderdale, FL 33301Office #3: 333 Las Olas Way, Suite 328, Fort Lauderdale, FL 33301

RIA

CRD#: 319494

Miami, FL

Past

December 17, 2019 - April 5, 2022

GLOBAL CAPITAL STRATEGIES II, LLC

RIA

CRD#: 306410

Miami, FL

Past

January 28, 2019 - April 9, 2020

LIQUIDITY.IO, LLC

CRD#: 289499

WHITEFISH, MT

Past

May 2, 2018 - May 9, 2020

GLOBAL CAPITAL STRATEGIES

RIA

CRD#: 290328

MIAMI, FL

Past

January 25, 2018 - March 19, 2018

GLOBAL CAPITAL STRATEGIES

RIA

CRD#: 290328

Fort Lauderdale, FL

Past

January 19, 2018 - December 31, 2018

CANTELLA & CO., INC.

CRD#: 13905

Miami, FL

Past

October 7, 2002 - January 23, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

NEW YORK, NY

Past

September 28, 2001 - January 23, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

NEW YORK, NY

Past

March 20, 1995 - October 9, 2001

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

July 24, 1992 - March 27, 1995

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/23/2023)

IAR

Florida
(4/12/2022)

IAR

New York
(2/2/2023)

IAR

Texas
(12/20/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/2022

General Securities Principal Examination

Current Firm

GOI

GLOBAL OPPORTUNE INVESTMENTS LLC | GOI | GLOBAL OPPORTUNISTIC INVESTMENT LLC

CRD#: 319494 / SEC#: 801-123654

RIA

Registered Investment Advisory firm - (12/13/2022 Terminated)

California

Registered Investment Advisory firm - (3/23/2023 Approved)

Florida

Registered Investment Advisory firm - (12/8/2022 Approved)

New York

Registered Investment Advisory firm - (2/2/2023 Approved)

Texas

Registered Investment Advisory firm - (12/20/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

801 Brickell Avenue 8th Floor, Miami, FL 33131

Mailing Address

Phone number

(888) 464-4742

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	168
AUM (Assets Under Management)	$ 72,034,905

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Rakesh Khilnani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rakesh Khilnani's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL CAPITAL STRATEGIES II, LLC

LIQUIDITY.IO, LLC

GLOBAL CAPITAL STRATEGIES

GLOBAL CAPITAL STRATEGIES

CANTELLA & CO., INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

TUCKER ANTHONY INCORPORATED

CHATFIELD DEAN & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/1996

Series 63

Date: 7/24/1992

Series 7TO

Date: 12/22/2022

SIE

Date: 10/1/2018

Series 7

Date: 7/23/1992

Series 24

Date: 12/22/2022

Current Firm

GOI

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOI

TRUST BUT VERIFY

Contact information

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