Aneil Rai

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-03-20
TX	RA	APPROVED	2023-03-17

Branch Locations

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

Organization	City	State	From	To
Ubs Financial Services	San Francisco	CA	03/2021	03/2023
Salesforce- Contracted From Robert Half Staffing Agency	San Francisco	CA	10/2019	03/2021
Checkr - Contracted Via Robert Half Staffing Agency	San Francisco	CA	08/2019	09/2019
Eden Housing	Hayward	CA	11/2018	07/2019
Whole Foods Market	San Ramon	CA	03/2015	11/2018
Morgan Stanley Smith Barney Llc	San Francisco	CA	03/2023	Present

03/2021 → 03/2023

Ubs Financial Services

San Francisco, CA
10/2019 → 03/2021

Salesforce- Contracted From Robert Half Staffing Agency

San Francisco, CA
08/2019 → 09/2019

Checkr - Contracted Via Robert Half Staffing Agency

San Francisco, CA
11/2018 → 07/2019

Eden Housing

Hayward, CA
03/2015 → 11/2018

Whole Foods Market

San Ramon, CA
03/2023 → Present

Morgan Stanley Smith Barney Llc

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-01

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