Rohan Mehta, financial advisor Marlborough MA

Rohan Mehta

CRD Number: 5228119
Current Firm: Ameriprise Financial Services, LLC

Rohan Mehta (CRD# 5228119) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marlborough, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Marlborough, MA Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Marlborough, MA Feb 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for Rohan H. Mehta
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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