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Ravi Talati

23 Years of Experience
Tampa, FL
Broker

Ravi Talati is a registered investment advisor at Invesco Advisers, INC., based in Tampa, FL, with 23 years of industry experience. Ravi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.

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Location

History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Invesco Advisers, INC.
July 2024 - Present · 2 yrs
Invesco Distributors, INC.
July 2024 - Present · 2 yrs
Invesco Distributors, INC.Broker
July 2024 - Present · 2 yrs
Previous Registrations
Allspring Funds Management, LLC
June 2013 - July 2024 · 11 yrs 1 mo
Allspring Funds Distributor, LLCBroker
August 2011 - July 2024 · 12 yrs 11 mos
Touchstone Advisors INC
December 2009 - August 2011 · 1 yr 8 mos
Touchstone Securities, INC.Broker
December 2009 - August 2011 · 1 yr 8 mos
Rydex Advisory Services, LLC
January 2009 - July 2009 · 6 mos
Rydex Distributors, INC.Broker
August 2003 - July 2009 · 5 yrs 11 mos
AXA Advisors, LLC
April 2003 - August 2003 · 4 mos
AXA Advisors, LLCBroker
March 2002 - August 2003 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
February 2002 - March 2002 · 1 mo
Ids Life Insurance CompanyBroker
February 2002 - March 2002 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.