Rajdeep Chatterjee
Rajdeep Chatterjee is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mentor, OH, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7473 Center Street, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rajdeep is a minority owner of Carver Financial Services, LLC, dedicating about half of his time. He is also the CEO of Deep Investments, LLC, a holding company for Carver Financial Services, LLC, spending about a quarter to half of his time on this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations38 states
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