Rupesh Goyal (CRD# 7657723) is an Investment Advisor Representative working at Alphanso in Rochester, NY and has over 2 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alphanso Inc. | Rochester, NY | Nov 2022 - Current | 1 |
| Alphanso Inc. | Rochester, NY | Jun 2022 - Current | 1 |
| Seamans Capital Management | Lexington, MA | Jun 2017 - May 2022 | 4 |
| Boston College | Chestnut Hill, MA | Aug 2016 - Jun 2017 | < 1 |
| Edelweiss | Chandigarh, | Oct 2015 - Jun 2016 | < 1 |
| Accenture | Bangalore, | Feb 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- NY
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$25,915
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Security ratings or pricing services
NY
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