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Anatoly Khait

Investment adviser representative at Prospera Financial Services, Inc.
24 yearsExperience
2 statesRegistered in
PFSDesignation
$14.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Prospera Financial Services, Inc.Feb 2026 to now
  2. Eco Tax IncMay 2002 to now
  3. World Investment Advisors, LLCOct 2025 to Feb 2026
  4. World Investments, LLCFeb 2014 to Feb 2026

Designations

  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Prospera Financial Services, Inc.

$14.4BAssets managed
18,584Clients
269Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4270741
Firm CRD
10740
Advisor's SEC record (opens in a new tab)
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