Anand Rajagopalan

Employer firm

Xenith Financial Advisory Services, LLC CRD 296479

$21.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)

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

Current Employers

Xenith Financial Advisory Services, Llc

Fort Worth, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-02-28

TX RA
APPROVED

Since 2023-02-28

Branch Locations

Fort Worth, TX • 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

Organization	City	State	From	To
Bmo Harris	Irving	TX	05/2013	07/2018
Polaris Inc	Irving	TX	07/2018	01/2019
Randstad Tech	Frisco	TX	01/2019	07/2019
Net2Source	Plano	TX	07/2019	09/2019
Citi	Irving	TX	09/2019	Present
Xenith Financial Advisory Services, Llc	Forth Worth	TX	05/2021	Present

05/2013 → 07/2018

Bmo Harris

Irving, TX
07/2018 → 01/2019

Polaris Inc

Irving, TX
01/2019 → 07/2019

Randstad Tech

Frisco, TX
07/2019 → 09/2019

Net2Source

Plano, TX
09/2019 → Present

Citi

Irving, TX
05/2021 → Present

Xenith Financial Advisory Services, Llc

Forth Worth, TX

Other Businesses

I am a registered tax advisor and offer tax preparation and filing services along with providing book keeping services. I have my own firm, registered in state of texas and I operate these services through that firm. I receive around $30000 annually through this business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-28

S65 Uniform Investment Adviser Law Examination

2023-02-28

View on SEC IAPD