Vishwas R. Godbole

OPULENT STRATEGIES

SARATOGA, CA

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CRD#: 4750760

Professional summary

Vishwas Rajaram Godbole is a registered financial advisor currently at OPULENT STRATEGIES, LLC located in Saratoga, California.

Vishwas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Vishwas has worked at 1 firm and has passed the Series 65 exam.

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.

SOLE PROPRIETOR DBA NAVIN SYSTEMS. 20695 RICE COURT, SARATOGA, CA. 95070. BUSINESS STARTED IN 1986. FROM 1986 THROUGH 2004, TEST EQUIPMENT MANUFACTURING AND ENGINEERING CONSULTING SERVICES. FROM 2002 INVESTMENT SOFTWARE DEVELOPMENT. APPROX. NUMBER OF HOURS / MONTH: 8, NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0. DUTIES: PRODUCT DEFINITION, CONTRACTOR SUPERVISION, GENERAL MANAGEMENT. FROM FEBRUARY 2004, INVESTMENT ADVISER. FULL TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vishwas Rajaram Godbole'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®

None

Experience

Current

February 28, 2005 - Present

OPULENT STRATEGIES, LLC

RIA

CRD#: 126837

SARATOGA, CA

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
(2/28/2005)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2004

Uniform Investment Adviser Law Examination

Current Firm

OPULENT STRATEGIES, LLC

GODBOLE, VISHWAS RAJARAM | OPULENT STRATEGIES, LLC | NAVIN SYSTEMS

CRD#: 126837 / SEC#:

California

Registered Investment Advisory firm - (3/21/2005 Approved)

Idaho

Registered Investment Advisory firm - (9/12/2019 Approved)

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Contact information

Main Address

Saratoga, CA

Mailing Address

Phone number

(408) 741-2284

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 850,182

Red Flags

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Vishwas R. Godbole

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vishwas Rajaram Godbole's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPULENT STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2004

Current Firm

OPULENT STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPULENT STRATEGIES, LLC

TRUST BUT VERIFY

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