Anil P. Abraham

RIVERCREST INVESTMENT ADVISORS

Houston, TX 77042

Some features on this profile are disabled

CRD#: 7441601

Professional summary

Anil Puthuparampil Abraham, who also goes by Anil P Abraham, is a registered financial advisor currently at RIVERCREST INVESTMENT ADVISORS, LLC located in Houston, Texas.

Anil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Anil has worked at 1 firm and has passed the Series 63 and Series 65 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anil P Abraham

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 name of the other business; - BioUrja Advisors LLC. whether the business is investment-related; - No the address of the other business; 1080 Eldridge Parkway, Suite No 1150. Houston TX 77077 the nature of the other business; Managing Investments for the Promoter family. your position; Investment Advisor title, or relationship with the other business; No Relationship with other businesses the start date of your relationship; the approximate number of hours/month you devote to the other business;- currently its 60% of the time. the number of hours you devote to the other business during securities trading hours;40% and briefly describe your duties relating to the other business; Track and Monitor the investments which we have already across the public and private markets Take the broad asset allocation call on the markets and take tactical calls on the market direction Evaluate investment opportunities across stocks and funds. BioUrja Advisor . I manage the family office largely dealing with Promoter family's investments in public and private markets.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anil Puthuparampil Abraham'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

December 17, 2021 - Present

RIVERCREST INVESTMENT ADVISORS, LLC

Office #1: 1500 Citywest Blvd Suite 700, Houston, TX 77042

RIA

CRD#: 316608

Houston, TX

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

Texas
(12/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/21/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/14/2019

Uniform Investment Adviser Law Examination

Current Firm

RIVERCREST INVESTMENT ADVISORS, LLC

CRD#: 316608 / SEC#:

Texas

Registered Investment Advisory firm - (12/17/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1500 Citywest Blvd Suite 700, Houston, TX 77042

Mailing Address

Phone number

(832) 775-9072

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 1,411,141

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anil P. Abraham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anil Puthuparampil Abraham's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVERCREST INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/21/2023

Series 65

Date: 12/14/2019

Current Firm

RIVERCREST INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RIVERCREST INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors