Vishal Raj
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Oaks At Platte City LLCOct 2023 to now
- Rei Business Solutions LLCApr 2023 to now
- Svit Investment Holdings LLCMar 2023 to now
- Raj & Associates, Cpa PcSep 2022 to now
- Sai Property Holdings LLCJun 2019 to now
- Itaxpro LLCSep 2017 to now
- Avantax Advisory ServicesJun 2025 to Sep 2025
- Raymond James & Associates, Inc.Jul 2018 to Aug 2024
- Michelin N.A.Oct 2005 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6990174
- Firm CRD
- 105644