Tejas Shirguppi (CRD# 6360363) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Financial Services, LLC | Los Angeles, CA | Oct 2023 - Current | < 1 |
| Aristotle Capital Management | Los Angeles, CA | Jul 2020 - Current | 3 |
| Imst Distributors, LLC | Los Angeles, CA | Aug 2020 - Oct 2023 | 3 |
| Raymond James & Associates | Los Angeles, CA | Jun 2017 - Jun 2020 | 3 |
| Summit Equities, Inc. | Parsippany, NJ | Aug 2016 - Apr 2017 | < 1 |
| Summit Risk Management, Inc. | Parsippany, NJ | Aug 2016 - Apr 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater, NJ | Feb 2016 - Aug 2016 | < 1 |
| Bankers Life | Bridgewater, NJ | Oct 2015 - Feb 2016 | < 1 |
| Rutgers University | New Brunswick, NJ | Sep 2011 - Aug 2015 | 3 |
| Lpl Financial | Whippany, NJ | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- CA
-
Total Assets Under Management43,669MILLIONS
-
Total Number of Accounts5,998ACCOUNTS
-
Average Account Value$7,280,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY
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