Rajiv Shah is a registered investment advisor at Innovayte Capital, based in Woodland Hills, CA, with 22 years of industry experience. Rajiv operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6928 Owensmouth Ave., #200, Woodland Hills, CA, 91303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Rajiv is involved in numerous investment-related activities, including consulting, sales supervision, and compliance roles for various firms such as RKS Consulting Services, Kingswood Capital Partners, and others. He dedicates about 10-20% of his time to each of these activities.
Employment History
Current Registrations
Innovayte Capital
Kepler Capital Markets, INC.
Kepler Capital Markets, INC.Broker
Cibest Capital Securities, LLC
Cibest Capital Securities, LLCBroker
Seminario SecuritiesBroker
Seminario Securities
Shellman Investment Management, LLC
Innova Advisors
D. Boral Capital
D. Boral CapitalBroker
Cgis Securities LLC
Cgis Securities LLCBroker
Investment Placement GroupBroker
Investment Placement Group
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Lazari Capital Management, INC.
Previous Registrations
Zest
Vlb Capital
Bgv SecuritiesBroker
Credicorp Capital LLCBroker
Credicorp Capital LLCBroker
Latin Securities INC.Broker
Puente Asesoramiento De Inversiones, LLC
Puente Servicios Financieros LLCBroker
Niagara International Capital LimitedBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Kovack Advisors, INC.
Crescent Palm Capital Partners LLC
Kovack Securities INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
H&r Block Financial Advisors, INC.Broker
State Registrations42 states
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