Investment adviser representative · Alternity Investment Advisors
Ajay Khatri
CRD 4965872 · Newport Beach, CA
At a glance
Ajay Khatri is an investment adviser representative with Alternity Investment Advisors in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ajay’s SEC record dates to 2012, about 14 years ago.
Current advisory firm
- Alternity Investment AdvisorsSince April 2012Newport Beach, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ajay’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.