RK
Rajeev H. Kotyan
INNOVATIVE ADVISORY GROUP
Lexington, MA 02420
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CRD#: 5479610
RK
Professional summary
Rajeev H Kotyan, who also goes by Rajeev Kotyan, is a registered financial advisor currently at INNOVATIVE ADVISORY GROUP located in Lexington, Massachusetts.
Rajeev is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Rajeev has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rajeev Kotyan
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.
Non-compensated member of Board of Trustees of Harrington Park Condominium Association. Utilizes less than 1% of his time in this role. Mr. Rajeev Kotyan has ownership and management interests in Harrington Eight, LLC. Harrington Eight, LLC is the owner of the office space leased by Innovative Advisory Group, LLC. Harrington Eight, LLC does not provide any investment related services. Utilizes less than 1% of his time in this role.
CRS (Client Relationship Summary) - RIA
Click below to view Rajeev H Kotyan'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 9, 2008 - Present
INNOVATIVE ADVISORY GROUP
Office #1: 394 Lowell Street, Suite 8, Lexington, MA 02420RIA
CRD#: 146618
Lexington, MA
Past
July 10, 2012 - October 30, 2012
INNOVATIVE ADVISORY GROUP, LLC
RIA
CRD#: 164541
LEXINGTON, MA
Past
April 10, 2008 - July 8, 2008
U.S. FINANCIAL ADVISORS
RIA
CRD#: 108763
ARLINGTON, MA
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".
IA
INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP | NUA ADVISORS, LLC | NUA ADVISORS | INNOVATIVE ADVISORY GROUP, LLC
CRD#: 146618 / SEC#: 801-122046
RIA
Registered Investment Advisory firm - (10/28/2021 Approved)Arizona
Registered Investment Advisory firm - (11/4/2021 Terminated)Connecticut
Registered Investment Advisory firm - (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - (9/21/2011 Terminated)Maine
Registered Investment Advisory firm - (11/8/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (11/4/2021 Terminated)Minnesota
Registered Investment Advisory firm - (11/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (12/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (11/4/2021 Terminated)New York
Registered Investment Advisory firm - (11/4/2021 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)South Carolina
Registered Investment Advisory firm - (11/4/2021 Terminated)Texas
Registered Investment Advisory firm - (11/4/2021 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
Arizona(3/29/2018)
IAR
California(1/20/2022)
IAR
Colorado(3/8/2023)
IAR
Connecticut(1/22/2022)
IAR
Florida(2/16/2022)
IAR
Louisiana(2/21/2022)
IAR
Maine(7/22/2008)
IAR
Maryland(1/19/2022)
IAR
Massachusetts(7/9/2008)
IAR
Michigan(4/28/2022)
IAR
Minnesota(9/20/2019)
IAR
Nebraska(9/23/2025)
IAR
New Hampshire(2/4/2009)
IAR
New Jersey(1/26/2011)
IAR
New York(1/20/2022)
IAR
North Carolina(3/13/2023)
IAR
Pennsylvania(4/29/2022)
IAR
South Carolina(6/22/2020)
IAR
Texas(1/6/2021)
IAR
Virginia(1/27/2022)
IAR
Washington(4/13/2023)
Current Firm
IA
INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP | NUA ADVISORS, LLC | NUA ADVISORS | INNOVATIVE ADVISORY GROUP, LLC
CRD#: 146618 / SEC#: 801-122046
RIA
Registered Investment Advisory firm - (10/28/2021 Approved)Arizona
Registered Investment Advisory firm - (11/4/2021 Terminated)Connecticut
Registered Investment Advisory firm - (12/18/2013 Terminated)Florida
Registered Investment Advisory firm - (9/21/2011 Terminated)Maine
Registered Investment Advisory firm - (11/8/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (11/4/2021 Terminated)Minnesota
Registered Investment Advisory firm - (11/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (12/10/2021 Terminated)New Jersey
Registered Investment Advisory firm - (11/4/2021 Terminated)New York
Registered Investment Advisory firm - (11/4/2021 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2011 Terminated)South Carolina
Registered Investment Advisory firm - (11/4/2021 Terminated)Texas
Registered Investment Advisory firm - (11/4/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
394 Lowell Street, Suite 8, Lexington, MA 02420
Mailing Address
Po Box 750073, Arlington, MA 02475
Phone number
(781) 577-2782
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 790 |
| AUM (Assets Under Management) | $ 160,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INNOVATIVE ADVISORY GROUP
CRD#: 146618Lexington, MA 02420TRUST BUT VERIFY
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