Keka Rath
Professional summary
Keka Rath, CFP®, who also goes by Kek Hajra Rath, is a registered financial advisor currently at NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY located in Plainsboro, New Jersey.
Keka is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Keka has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Keka Rath's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
June 25, 2015 - Present
NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY
June 9, 2010 - June 22, 2015
GLOBAL WEALTH MANAGEMENT, LLC
October 17, 2006 - July 29, 2010
ICICI GROUP GLOBAL PRIVATE CLIENTS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2015)
(2/4/2021)
(4/27/2023)
Current Firm
NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANY
CRD#: 226706 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 90,919,709 |
Red Flags
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