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KM

Ketan J. Mehta

MEHTA SERVICES COMPANY
Reston, VA
Some features on this profile are disabled
CRD#: 4375458
KM

Professional summary

Ketan Jashwant Mehta, CFP® is a registered financial advisor currently at MEHTA SERVICES COMPANY located in Reston, Virginia.

Ketan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ketan has worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

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 Ketan Jashwant Mehta'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®

Certified Financial Planner

Start date: 2005

Experience

Current

February 5, 2008 - Present

MEHTA SERVICES COMPANY

RIA
CRD#: 144140
Reston, VA
Past

September 19, 2001 - March 4, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 19, 2001 - March 4, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

May 9, 2001 - June 28, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 9, 2001 - June 28, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Virginia
(2/5/2008)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/1/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/8/2001
General Securities Representative Examination

Current Firm

MS
MEHTA SERVICES COMPANY
MEHTA SERVICES COMPANY | MEHTA, KETAN, J

CRD#: 144140 / SEC#:

Virginia
Registered Investment Advisory firm - (2/5/2008 Approved)
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Contact information

Main Address
Reston, VA
Mailing Address
Phone number
(703) 623-8230
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts17
AUM (Assets Under Management)$ 14,619,918

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.

Company Information

MEHTA SERVICES COMPANY

CRD#: 144140Reston, VA

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