Aniruddha Ray is a registered investment advisor at Mdx Wealth Management, based in Henderson, NV, with 28 years of industry experience. Aniruddha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range between 0% and 2.50% of assets under management. All client fees are negotiable.
Fee Estimator
Location
Henderson, NV
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2006Customer Dispute
July 2003Criminal
June 1989Other Business Activities
Aniruddha operates under the DBA Ray Financial Services since 2002. He also works as a producer/director/actor for RR Film Production, LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Mdx Wealth Management
Previous Registrations
LPL Financial LLC
UBS Painewebber INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Bontrager, PFSCambridge Investment Research Advisors, INC.
- Justin Long, CFPDiazo, LLC
- Lydia Salo, CFPCetera Investment Advisers LLC
- Raymond Yin, CFAMML Investors Services, LLC
- Michael Marinaro, CFPEdward Jones
- James Peters, CFA, CFPAdvice and Planning Services