Kamal Ramani

REA INVESTMENTS

ROLLING HILLS ESTATES, CA

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CRD#: 7998575

Professional summary

Kamal Ramani, who also goes by Kamal Ramchandani, is a registered financial advisor currently at REA INVESTMENTS, LLC located in Rolling Hills Estates, California.

Kamal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kamal has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kamal Ramchandani

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.

1) Blue Lotus Services; Not investment related; Rolling Hills Estates, CA; Tax Preparation; CPA; 01/2019; 180 hrs./month; No hrs. during trading; prepare taxes for clients. 2) Raw Brands Inc.; Not investment related; New York, NY; Apparel Wholesaler; CFO; 07/2017; 20 hrs./month; No hrs. during trading; oversee company's financials.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamal Ramani'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

January 3, 2025 - Present

REA INVESTMENTS, LLC

RIA

CRD#: 333577

ROLLING HILLS ESTATES, CA

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

California
(1/3/2025)

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Exams

Current Firm

REA INVESTMENTS, LLC

REA INVESTMENTS LLC | REA INVESTMENTS, LLC

CRD#: 333577 / SEC#:

California

Registered Investment Advisory firm - (1/1/2025 Approved)

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Contact information

Main Address

Rolling Hills Estates, CA

Mailing Address

46 E Peninsula Ctr 247, Rolling Hills, CA 90274

Phone number

(888) 389-2100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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