Rakesh Mehra

2 KNIGHTS WEALTH MANAGEMENT

Pepper Pike, OH 44124

Some features on this profile are disabled

CRD#: 4362493

Professional summary

Rakesh Mehra is a registered financial advisor currently at 2 KNIGHTS WEALTH MANAGEMENT, LLC located in Pepper Pike, Ohio.

Rakesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Rakesh has worked at 4 firms .

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 Mehra'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

December 6, 2020 - Present

2 KNIGHTS WEALTH MANAGEMENT, LLC

Office #1: 30195 Chagrin Blvd, #118n, Pepper Pike, OH 44124

RIA

CRD#: 307238

Pepper Pike, OH

Past

December 1, 2014 - July 5, 2016

42 INVESTMENT ADVISORY GROUP, LLC.

RIA

CRD#: 172633

PEPPER PIKE, OH

Past

June 14, 2011 - September 27, 2013

NEW FRONTIERS ADVISORY GROUP, LLC.

RIA

CRD#: 154963

PEPPER PIKE, OH

Past

November 8, 1999 - August 24, 2021

RM INVESTMENT MANAGEMENT INC

RIA

CRD#: 106575

BEACHWOOD, OH

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".

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD#: 307238 / SEC#: 801-124807

RIA

Registered Investment Advisory firm - (4/29/2022 Approved)

Ohio

Registered Investment Advisory firm - (5/6/2022 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

Ohio
(12/6/2020)

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

Current Firm

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD#: 307238 / SEC#: 801-124807

RIA

Registered Investment Advisory firm - (4/29/2022 Approved)

Ohio

Registered Investment Advisory firm - (5/6/2022 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

30195 Chagrin Blvd, #118n, Pepper Pike, OH 44124

Mailing Address

Phone number

(216) 798-5511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 106,937,361

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

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

James Magyari

COMMONWEALTH FINANCIAL NETWORK

IAR

Solon, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Rakesh Mehra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

2 KNIGHTS WEALTH MANAGEMENT, LLC

42 INVESTMENT ADVISORY GROUP, LLC.

NEW FRONTIERS ADVISORY GROUP, LLC.

RM INVESTMENT MANAGEMENT INC

Primary Firm SEC Registration

2 KNIGHTS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

2 KNIGHTS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

2 KNIGHTS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors