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Rajan Harshad Gaglani

Capstone Partners

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About Rajan Harshad Gaglani

Rajan Gaglani is an investment professional with a strong foundation in financial markets. Rajan holds the Series 79TO and SIE licenses, which demonstrate his expertise in investment banking and securities. Rajan is currently registered with Capstone Partners and has been in the financial services industry since July 2023.

Firm Information

Rajan Gaglani is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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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Rajan Gaglani’s Registration & Firm History

CA

07/17/2023 - Present

Capstone Partners (Irvine CA)

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Licenses & Designations

BC

Issued 07/15/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rajan Harshad Gaglani.
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