RC
Rajesh Chelapurath
CEERA INVESTMENTS
Bellaire, TX
Some features on this profile are disabled
CRD#: 3114529
RC
Professional summary
Rajesh Chelapurath is a registered financial advisor currently at CEERA INVESTMENTS, LLC located in Bellaire, Texas.
Rajesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Rajesh has worked at 2 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.
+ Name of Business: CeeChat, LLC
+ Type/ Nature: Non Investment Related--Mobile App Development Project
+ Address: Residence-4911 Wedgewood Dr., Bellaire, TX 77401
+ Position/Title/Relationship: 100% owner and Managing Member of the LLC
+ Start Date of Relationship: Incorporation on 10/11/2018
+ Approx. No of Hours/month devoted: Currently around 20 hours
+ Approx. No of Hours during trading hours devoted: Minimal; Time mostly spent during weekends and after work hours/late evenings
+ Duties: Trying to develop a mobile social messaging app; Direction of app development at a contractor in India, planning and launch of app
CRS (Client Relationship Summary) - RIA
Click below to view Rajesh Chelapurath'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®
NoneExperience
Current
July 14, 2005 - Present
CEERA INVESTMENTS, LLC
Office #2: 5959 West Loop South, Ste 300, Bellaire, TX 77401RIA
CRD#: 135179
Bellaire, TX
Past
September 29, 1998 - May 6, 2005
BURNHAM SECURITIES INC.
BD
CRD#: 22549
NEW YORK, NY
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".
CI
CEERA INVESTMENTS, LLC
CEERA INVESTMENTS, LLC
CRD#: 135179 / SEC#: 801-120765
RIA
Registered Investment Advisory firm - (4/9/2021 Approved)California
Registered Investment Advisory firm - (5/29/2021 Terminated)New Jersey
Registered Investment Advisory firm - (6/16/2021 Terminated)Texas
Registered Investment Advisory firm - (4/29/2021 Terminated)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
Texas(7/14/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CI
CEERA INVESTMENTS, LLC
CEERA INVESTMENTS, LLC
CRD#: 135179 / SEC#: 801-120765
RIA
Registered Investment Advisory firm - (4/9/2021 Approved)California
Registered Investment Advisory firm - (5/29/2021 Terminated)New Jersey
Registered Investment Advisory firm - (6/16/2021 Terminated)Texas
Registered Investment Advisory firm - (4/29/2021 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
Bellaire, TX
Mailing Address
Phone number
(713) 364-6770
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 453 |
| AUM (Assets Under Management) | $ 392,164,492 |
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.
