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Rajiv Rebello

Colva Capital LLC

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About Rajiv Rebello

Rajiv Rebello is an investment advisor representative with Colva Capital LLC, based in San Diego, California. Rajiv has been working in the financial services industry since 2017 and has a wide range of experience. Rajiv holds a Series 63 and Series 65 licenses. Rajiv specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Rajiv is also a licensed insurance agent and has worked as an independent consultant for various firms.

Firm Information

Rajiv Rebello is currently registered with Colva Capital LLC. Colva Capital LLC is an investment advisor with 1 licensed agent and 1 investment advisory function. They primarily serve individuals other than high-net-worth individuals, managing $805,303 in assets. They offer financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

$805,303

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rajiv Rebello’s Registration & Firm History

CA

10/27/2021 - Present

Colva Capital LLC (SAN DIEGO CA)

CO

01/14/2021 - 01/14/2022

THE LEADERS GROUP, INC. (LITTLETON CO)

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Licenses & Designations

BC

Issued 02/21/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rajiv Rebello.
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