VA
Vijay K. Ahuja
R-TECH ADVISORS
WOODLAND HILLS, CA 91364
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CRD#: 2641592
VA
Professional summary
Vijay Kumar Ahuja, CFP® is a registered financial advisor currently at R-TECH ADVISORS, INC. located in Woodland Hills, California.
Vijay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Vijay has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 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.
R-TECH CONSULTANTS, INC. THIS BUSINESS IS NOT INVESTMENT RELATED ADDRESS: 21331 COSTANSO STREET, WOODLAND HILLS, CA 91364 NATURE OF BUSINESS: THIRD-PARTY RETIREMENT PLAN ADMINISTRATOR POSITION/TITLE: SENIOR CONSULTANT/PRESIDENT START DATE OF RELATIONSHIP: 1992 NUMBER OF HOURS DEVOTED: 40 HOURS/WEEK NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 HOURS DUTIES: CONSULTING, QUALITY ASSURANCE, AND GENERAL OPERATIONAL MANAGEMENT R-TECH TRADING, LLC THIS BUSINESS IS INVESTMENT RELATED ADDRESS: 21331 COSTANSO STREET, WOODLAND HILLS, CA 91364 NATURE OF BUSINESS: MARKET TRADING WITH PERSONAL ASSETS POSITION/TITLE: MANAGING MEMBER START DATE OF RELATIONSHIP: 2017 NUMBER OF HOURS DEVOTED: 10 HOURS/MONTH NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 5 HOURS/MONTH DUTIES: ACCOUNTING, REPORTING, TRADING, RESEARCH, AND COMPLIANCE R-TECH HOLDINGS, INC. THIS BUSINESS IS NOT INVESTMENT RELATED ADDRESS: 21331 COSTANSO STREET, WOODLAND HILLS, CA 91364 NATURE OF BUSINESS: REAL ESTATE PROPERTY POSITION/TITLE: OFFICER START DATE OF RELATIONSHIP: 2001 NUMBER OF HOURS DEVOTED: 1 HOUR/MONTH NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 HOURS DUTIES: LEAD BOARD MEETING AND ACCOUNTING KNEB PROPERTIES, LLC THIS BUSINESS IS NOT INVESTMENT RELATED ADDRESS: 21331 COSTANSO STREET, WOODLAND HILLS, CA 91364 NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE: MANAGING MEMBER START DATE OF RELATIONSHIP: 2010 NUMBER OF HOURS DEVOTED: 1 HOUR/MONTH NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 HOURS DUTIES: ACCOUNTING AND REPORTING
CRS (Client Relationship Summary) - RIA
Click below to view Vijay Kumar Ahuja's 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®
Start date: 1991
Experience
Current
May 7, 2008 - Present
R-TECH ADVISORS, INC.
Office #1: 21331 Costanso Street, Woodland Hills, CA 91364RIA
CRD#: 146541
WOODLAND HILLS, CA
Past
July 16, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
July 16, 1999 - March 5, 2001
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
October 20, 1995 - December 31, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
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(5/7/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
RA
R-TECH ADVISORS, INC.
R-TECH ADVISORS, INC.
CRD#: 146541 / SEC#:
California
Registered Investment Advisory firm - (5/7/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
21331 Costanso Street, Woodland Hills, CA 91364
Mailing Address
Phone number
(818) 883-5356
Established
Firm type
Fiscal year end
# of Employees
8
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 54,750,193 |
Red Flags
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