Karthik Muraliraj

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2008 → 11/2016
  Axa Advisors, Llc
  New York, NY
• 01/2012 → 11/2016
  Wfg Investments, Inc.
  Dallas, TX
• 11/2016 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2016 → Present
  Mpact Financial Group
  Dallas, TX

Previous Registrations

• 2012-01-13 → 2016-11-07
  Wfg Advisors, Lp
  Dallas, TX
  Dallas, TX
• 2008-08-01 → 2012-01-26
  Equitable Advisors, Llc
  Dallas, TX

Other Businesses

1. Fixed insurance sales, as of 08/24/2016, 5% of time spent during business hours, Investment related, conducted from branch location. 2. Part owner of securities, advisory, and insurance operating company, MPACT Financial Group, LLC, doing business as MPACT Financial and Insurance Services, as of 01/01/15, 25% of time spent during business hours, Investment related, conducted from branch location. 3. Co-Owner, M Raj, LLC, an entity created for the purpose of buying and managing real estate at 1124 Galveston Ave, Fort Worth TX 76104, as of 03/31/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related. 4. Co-Owner, KVJ Properties, LLC, an entity created for the purpose of buying and managing real estate at 1121, 1125, 1127, and 1131 Galveston Ave, Fort Worth, TX 76104, as of 03/31/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related. 5. Co-Owner, VK Raj, LLC, an entity created for the purpose of buying and managing real estate at 1615 W Oleander St, Fort Worth, TX 76104, as of 04/18/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related. 6. Co-Owner, Muraliraj Family, LLC, an entity created for the purpose of holding investments and owning M Raj LLC, KVJ Properties LLC, and VK Raj LLC, Located in Dallas TX, as of 03/31/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related. 7. Co-owner, Muraliraj Children's Trust; an entity created to own Muraliraj Family LLC; Located in Dallas TX; as of 04/29/2011; 1% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31

Designations

• Chartered Financial Consultant

Other Names

• Karthik Raj