VA

Vijay K. Ahuja

R-TECH ADVISORS
WOODLAND HILLS, CA 91364
Some features on this profile are disabled
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.
The advisor shows no other business activity.

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®

Experience


Current

May 7, 2008 - Present

R-TECH ADVISORS, INC.

Office #1: 21331 Costanso Street, Woodland Hills, CA 91364
RIA
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
IAR
Series 65
Date: 11/27/1999
Uniform Investment Adviser Law Examination
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)
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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 Accounts93
AUM (Assets Under Management)$ 54,750,193

Red Flags


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Company Information


R-TECH ADVISORS, INC.

CRD#: 146541Woodland Hills, CA 91364

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