RM
CFA
RM
CFA

Rakesh Mehra

26 Years of Experience
Pepper Pike, OH

Rakesh Mehra is a CFA-designated registered investment advisor at 2 Knights Wealth Management, LLC, based in Pepper Pike, OH, with 26 years of industry experience. Rakesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 57 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$106.9M
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Location

30195 Chagrin Blvd, #118N, Pepper Pike, OH, 44124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
2 Knights Wealth Management, LLC
December 2020 - Present · 5 yrs 4 mos
Previous Registrations
42 Investment Advisory Group, LLC.
December 2014 - July 2016 · 1 yr 7 mos
New Frontiers Advisory Group, LLC.
June 2011 - September 2013 · 2 yrs 3 mos
Rm Investment Management INC
November 1999 - August 2021 · 21 yrs 9 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.