Anjali Sameer Mehta
Investment adviser representative at Waterloo Capital
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Waterloo CapitalJun 2026 to now
- Badami Office of Experiential LearningFeb 2026 to Mar 2026
- Merit Financial AdvisorsJun 2025 to Aug 2025
- University of Colorado At BoulderMay 2025 to May 2026
- University of ColoradoAug 2022 to May 2026
- StudentJun 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 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
- 8102645
- Firm CRD
- 133705