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Rakesh Mehra

2 Knights Wealth Management, LLC

Pepper Pike, OH

CRD 4362493

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Employer firm

2 Knights Wealth Management, LLC CRD 307238

$127M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
2 Knights Wealth Management, Llc

30195 Chagrin Blvd, #118N, Pepper Pike, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-12-06
  • OH RA
    APPROVED
    Since 2020-12-06

Branch Locations

30195 Chagrin Blvd, #118N, Pepper Pike, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rm Investment Management, Inc. Beachwood OH 04/1993 Present
  • 04/1993 → Present
    Rm Investment Management, Inc.
    Beachwood, OH
Previous Registrations
  • 1999-11-08 → 2021-08-24
    Rm Investment Management Inc
    Beachwood, OH
    Beachwood, OH
  • 2014-12-01 → 2016-07-05
    42 Investment Advisory Group, Llc.
    Pepper Pike, OH
  • 2011-06-14 → 2013-09-27
    New Frontiers Advisory Group, Llc.
    Pepper Pike, OH
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

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