Rajen Kantilal Chokshi

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 08/2019
  Bluerock Financial Advisors, Inc.
  Alpharetta, GA
• 07/2008 → 12/2019
  Redwood Wealth Management, Llc
  Alpharetta, GA
• 08/2019 → 12/2021
  Bluerock Wealth Management, Llc
  Alpharetta, GA
• 12/2021 → Present
  Hightower Advisors
  Chicago, IL

Previous Registrations

• 2019-10-03 → 2021-12-10
  Bluerock Wealth Management, Llc
  Alpharetta, GA
• 2008-11-04 → 2019-12-31
  Redwood Wealth Management, Llc
  Alpharetta, GA
• 2003-07-16 → 2008-12-31
  Niagara Financial Advisors, Llc
  Alpharetta, GA
• 2003-01-24 → 2003-07-22
  Triad Advisors Llc
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2001-05-30

Designations

• Certified Financial Planner

Other Names

• Rajen Kantilal Chokshi
• Rajen Kantilal Chokshi
• Rajen Kantila Chokshi