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Mukesh Kantilal Mehta

Assetmark Brokerage, LLC

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About Mukesh Kantilal Mehta

Mukesh Mehta is a financial advisor with Assetmark Brokerage, LLC. Mukesh Mehta is registered with FINRA and holds the Series 7, Series 24 and SIE licenses. Mukesh Mehta has been in the financial services industry since 2005. Mukesh Mehta was previously registered with TD Ameritrade Clearing, Inc., TD Ameritrade, Inc., Charles Schwab & Co., Inc. and several other firms.

Firm Information

Mukesh Mehta is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Mukesh Mehta’s Registration & Firm History

CA

05/17/2017 - Present

Assetmark Brokerage, LLC (CONCORD CA)

CA

06/10/2014 - 04/05/2017

CETERA ADVISORS LLC (EL SEGUNDO CA)

CA

06/10/2014 - 04/05/2017

CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)

CA

06/10/2014 - 04/05/2017

CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)

CA

04/04/2014 - 04/05/2017

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

NE

02/15/2012 - 07/08/2013

TD AMERITRADE CLEARING, INC. (OMAHA NE)

NJ

03/05/2009 - 07/08/2013

TD AMERITRADE, INC. (JERSEY CITY NJ)

TX

02/12/2008 - 08/22/2008

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

11/08/1993 - 01/04/1995

LANDMARK INTERNATIONAL EQUITIES (WESTBURY NY)

GA

07/20/1990 - 11/29/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

NA

07/10/1987 - 08/26/1988

E.R. KELLER & CO., INC.

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Licenses & Designations

BC

Issued 09/18/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mukesh Kantilal Mehta.
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