AR
Anitha G. Rao
FINANCIAL ARCHITECTS
Woodstock, GA 30188
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CRD#: 5774635
AR
Professional summary
Anitha G Rao, CFP®, CIMA®, CPWA® is a registered financial advisor currently at FINANCIAL ARCHITECTS, LLC located in Woodstock, Georgia.
Anitha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Anitha has worked at 1 firm .
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Insurance Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Entrepreneurs
Estate & Generational Planning...
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Anitha G Rao'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®
Start date: 2008
CPWA®
Start date: 2019-11-11
Expire date: 2025-02-28
Experience
Current
August 25, 2010 - Present
FINANCIAL ARCHITECTS, LLC
Office #1: 302 Creekstone Ridge, Woodstock, GA 30188RIA
CRD#: 116027
Woodstock, GA
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".
FINANCIAL ARCHITECTS, LLC
FINANCIAL ARCHITECTS, LLC
CRD#: 116027 / SEC#: 801-125000
RIA
Registered Investment Advisory firm - (5/12/2022 Approved)Florida
Registered Investment Advisory firm - (6/7/2022 Terminated)Georgia
Registered Investment Advisory firm - (6/7/2022 Terminated)North Carolina
Registered Investment Advisory firm - (6/7/2022 Terminated)Texas
Registered Investment Advisory firm - (6/7/2022 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
Georgia(8/25/2010)
IAR
Texas(10/5/2017)
Exams
Current Firm
FINANCIAL ARCHITECTS, LLC
FINANCIAL ARCHITECTS, LLC
CRD#: 116027 / SEC#: 801-125000
RIA
Registered Investment Advisory firm - (5/12/2022 Approved)Florida
Registered Investment Advisory firm - (6/7/2022 Terminated)Georgia
Registered Investment Advisory firm - (6/7/2022 Terminated)North Carolina
Registered Investment Advisory firm - (6/7/2022 Terminated)Texas
Registered Investment Advisory firm - (6/7/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
302 Creekstone Ridge, Woodstock, GA 30188
Mailing Address
Phone number
(770) 517-8160
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 329 |
| AUM (Assets Under Management) | $ 167,030,084 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
