Poorvi Rajen Parekh
Investment adviser representative at Canterbury Consulting Incorporated
13 yearsExperience
1 stateRegistered in
CFADesignation
$45.9BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Canterbury Consulting IncorporatedJan 2005 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Canterbury Consulting Incorporated
$45.9BAssets managed
172Clients
24Advisers
37 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
- 4901446
- Firm CRD
- 22875