Rajiv K. Rebello
Professional summary
Rajiv Keith Rebello, who also goes by Rajiv Keith Rebello, is a registered financial advisor currently at COLVA CAPITAL LLC located in San Diego, California.
Rajiv is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rajiv has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rajiv Keith Rebello's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 27, 2021 - Present
COLVA CAPITAL LLC
February 15, 2024 - October 18, 2024
THE LEADERS GROUP, INC.
January 14, 2021 - January 14, 2022
THE LEADERS GROUP, INC.
December 18, 2020 - September 13, 2021
TLG ADVISORS, INC.
February 12, 2019 - May 15, 2019
LOTUSGROUP CAPITAL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/27/2021)
Exams
Series 6TO
Date: 1/13/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
COLVA CAPITAL LLC
CRD#: 315620 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,051,915 |
Red Flags
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