Annamalai Rajendran

FAMILY CFO

LOS ALTOS, CA

Some features on this profile are disabled

CRD#: 2458038

Professional summary

Annamalai Rajendran, CFP®, who also goes by Anna Rajendran, Raj Rajendran, is a registered financial advisor currently at FAMILY CFO INC located in Los Altos, California.

Annamalai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Annamalai has worked at 1 firm and has passed the Series 2 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anna Rajendran | Raj Rajendran

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.

Sole proprietorship, owned by Rajendran Family (living) Trust; Investment in rental real estate, mostly managed by property agents; 1064 Laureles Drive, Los Altos, CA 94022; Passively hold rental properties for rental income and capital appreciation; Owner; Owner; 1984; 5 hours per month; one hour per month during securities trading hours; supervise property managers who lease the properties, collect rent and manage repairs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Annamalai Rajendran'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®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

February 16, 2011 - Present

FAMILY CFO INC

RIA

CRD#: 127335

LOS ALTOS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FAMILY CFO INC

ANNAMALAI RAJENDRAN | RAJENDRAN, ANNAMALAI | FAMILY CFO-RAJ RAJENDRAN | FAMILY CFO INC

CRD#: 127335 / SEC#: 801-112616

RIA

Registered Investment Advisory firm - (3/16/2018 Approved)

California

Registered Investment Advisory firm - (4/25/2018 Terminated)

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).

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
(2/16/2011)

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

General Industry/Product Exam

Series 2

Date: 2/7/1994

Non-Member General Securities Examination

Current Firm

FAMILY CFO INC

ANNAMALAI RAJENDRAN | RAJENDRAN, ANNAMALAI | FAMILY CFO-RAJ RAJENDRAN | FAMILY CFO INC

CRD#: 127335 / SEC#: 801-112616

RIA

Registered Investment Advisory firm - (3/16/2018 Approved)

California

Registered Investment Advisory firm - (4/25/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Los Altos, CA

Mailing Address

Phone number

(650) 218-3551

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAMILY CFO, INC. ADV 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	209
AUM (Assets Under Management)	$ 244,866,138

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Annamalai Rajendran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Annamalai Rajendran's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY CFO INC

Primary Firm SEC Registration

FAMILY CFO INC

State Registrations and Notice Filings

Exams

Series 2

Date: 2/7/1994

Current Firm

FAMILY CFO INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAMILY CFO INC

TRUST BUT VERIFY

Similar Advisors