Rajesh Gaur

Employer firm

Zoe Financial, Inc. CRD 285158

$283M regulatory AUM 20,538 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• REFERRAL SERVICE

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

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

Current Employers

Employment History

• 12/2017 → 09/2021
  Robustwealth Inc.
  Lambertville, NJ
• 12/2017 → 09/2021
  Robustwealth, Inc.
  Lambertville, NJ
• 11/2017 → 12/2017
  Robustwealth, Inc.
  Lambertville, NJ
• 12/2009 → 10/2017
  Bank Of America
  Pennington, NJ
• 09/2021 → Present
  Zoe Financial Inc.
  New York, NY
• 07/2023 → Present
  Zoe Securities Llc
  New York, NY

Previous Registrations

• 2018-10-31 → 2021-09-30
  Robustwealth, Inc.
  Lambertville, NJ

Other Businesses

One Vast Ventures LLC; not investment related; 18 Roosevelt way, Robbinsville, NJ 08691; digital media/podcasting; sole member; December 2023; 1.5 hours; hosting a podcast to talk to successful entrepreneurs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-24

Designations

• Chartered Financial Analyst