Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rakesh? Claim Your ProfileRakesh Tailap Mehta is an investment advisor representative at Iconiq Capital, LLC. Rakesh is a registered investment advisor representative in California. Rakesh has been in the industry since 2000. Prior to joining Iconiq Capital, LLC, Rakesh was employed at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., UBS PaineWebber Inc., and Goldman, Sachs & Co.. Rakesh holds the Series 3, Series 7, and Series 66 licenses. Rakesh is a registered representative with the following FINRA firms: Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., UBS PaineWebber Inc., and Goldman, Sachs & Co..
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/18/2012 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
CA
06/01/2009 - 03/07/2012
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
09/17/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
NJ
05/21/2003 - 10/30/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
02/27/2003 - 03/04/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/22/2000 - 04/02/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2001
Series 3 - National Commodity Futures Examination
Active
Inactive
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