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Rajesh C

Series 63, Series 65

Bellaire, TX

Ceera Investments, LLC

Rajesh Chelapurath is the sole advisor at Ceera Investments, LLC in Bellaire, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led Ceera Investments since 2005. Outside of his advisory work, he is the owner and managing member of CeeChat, LLC, a mobile app development project focused on creating a social messaging application. Ceera Investments provides fee-only, discretionary investment advisory services to individuals, charities, retirement funds, and institutional and international clients. The firm’s investment approach emphasizes fundamental analysis and manager philosophy, offering strategies in capital appreciation, equity income, and fixed income, and manages approximately $392 million in regulatory assets.

Wealth management Active portfolio management Concentrated stock management Tax-loss harvesting
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