Ceera Investments, LLC

Ceera Investments, LLC (CRD# 135179) is a financial advisory firm headquartered in , . They manage $38,811,313 in 188 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $206,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ, TX

Financial Advisors at Ceera Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rajesh Chelapurath
CRD#: 3114529
5909 West Loop South, Suite 455, Bellaire, TX 77401
93
Wealthminder
score

Rajesh Chelapurath (CRD# 3114529) is an Investment Advisor Representative working at Ceera Investments, LLC in Bellaire, TX and has over 18 years of experience in the finance industry.

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