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Rakesh Mehta

Centerview Partners LLC

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About Rakesh Mehta

Rakesh Mehta is a financial advisor with Centerview Partners LLC, a firm with a presence in San Francisco, CA. He is registered in California and has a diverse background in the industry, having previously worked at J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., PIPER JAFFRAY & CO., CREDIT SUISSE FIRST BOSTON CORPORATION, and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.

Firm Information

Rakesh Mehta is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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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Rakesh Mehta’s Registration & Firm History

CA

06/30/2022 - Present

Centerview Partners LLC (SAN FRANCISCO CA)

AZ

10/01/2008 - 05/31/2022

J.P. MORGAN SECURITIES LLC (Tempe AZ)

CA

07/25/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)

CA

10/01/2003 - 06/23/2006

PIPER JAFFRAY & CO. (SAN FRANCISCO CA)

NY

12/18/2000 - 12/31/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

10/18/1999 - 12/18/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 09/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/22/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rakesh Mehta.
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