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AM

Aditya Mahajan

INVEST WITH A GOAL
RESEARCH TRIANGLE PARK, NC 27709
CRD#: 8037787
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AM
Aditya MahajanINVEST WITH A GOAL

Professional summary

Aditya Mahajan is a registered financial advisor currently at INVEST WITH A GOAL located in Research Triangle Park, North Carolina.

Aditya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Aditya has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aditya Mahajan'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

March 2, 2026 - Present

INVEST WITH A GOAL

Office #1: 800 Park Offices Dr Ste 3318, Research Triangle Park, NC 27709
RIA
CRD#: 334894
RESEARCH TRIANGLE PARK, NC

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
North Carolina
(3/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/28/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/7/2024
Securities Industry Essentials Examination

Current Firm

IW
INVEST WITH A GOAL
ADI MAHAJAN CPA PC | MAHAJAN, ADI | INVEST WITH A GOAL

CRD#: 334894 / SEC#:

North Carolina
Registered Investment Advisory firm - (3/2/2026 Approved)
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Contact information

Main Address
800 Park Offices Dr Ste 3318, Research Triangle Park, NC 27709
Mailing Address
Po Box 13246, Rtp, NC 27709
Phone number
(252) 352-5161
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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

Company Information

INVEST WITH A GOAL

CRD#: 334894Research Triangle Park, NC 27709

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