VR
VR

Vishal Raj

6 Years of Experience
Greenville, SC

Vishal Raj is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenville, SC, with 6 years of industry experience. Vishal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

345 Prado Way, Greenville, SC, 29607

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
June 2025 - September 2025 · 3 mos
Raymond James & Associates, INC.
July 2018 - August 2024 · 6 yrs 1 mo
State Registrations1 state
SC
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.
Vishal Raj - Financial Advisor | TrueAdvisor