Rahul
Varshneya

Deutsche Bank Securities Inc

CRD#5818142
Investment Advisor
in San Francisco, CA

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About this Advisor

Rahul Varshneya is a financial advisor based out of San Francisco, California, who has 2 years of industry experience. Varshneya currently works for Deutsche Bank Securities Inc. Varshneya has gained experience at Securian Financial Services Inc, Minnesota Life Insurance Co, Securian Group Of California, Hewlett Packard Corp, Calypso Technology, Pacific Union International, Aspire Consulting Group, Voice Insight Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc, Tutor Me La, India Currents, Bank Of America, N.A, Deutsche Bank National Trust Company (Affiliate Of Dbsi) and Deutsche Bank Securities Inc. Varshneya holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Deutsche Bank Securities Inc is a financial advisory company that has its headquarters in New York, NY. The firm has a total of 1,585 employees. It controls $21 million in total assets across its 15 client accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 15 client accounts, 47% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business has a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Deutsche Bank Securities Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

101 California Street
San Francisco, CA 94111

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Deutsche Bank Securities Inc Brokerage Details

Total Assets Under Management

$21,348,952

CA Average: $7,464,549,021
Total Number of Employees

1,585

CA Average: 88
Total Number of Accounts

15

CA Average: 3,892
Average Account Size

$1,423,263

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services

Rahul Varshneya Work History

Rahul has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Deutsche Bank National Trust Company (Affiliate Of Dbsi)

2021 - Present (3 years)

Deutsche Bank Securities Inc

2018 - 2018 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2021 (3 years)

Bank Of America, N.A

2017 - 2018 (1 year)

Securian Financial Services Inc

2017 - 2018 (1 year)

Minnesota Life Insurance Co

2017 - 2018 (1 year)

Securian Group Of California

2017 - 2017 (< 1 year)

Tutor Me La

2015 - 2016 (1 year)

Pacific Union International

2015 - 2017 (2 years)

Aspire Consulting Group

2014 - 2015 (1 year)

Voice Insight Corporation

2013 - 2014 (1 year)

Calypso Technology

2013 - 2015 (2 years)

India Currents

2011 - 2013 (2 years)

Hewlett Packard Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rahul Varshneya to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Deutsche Bank Securities Inc

Mayra Fonseca
Los Angeles, CA
Benedikt Löneke
New York, NY
Jeffrey Rait
Jacksonville, FL
Jean-Philippe Mourra
New York, NY
Payal Gupta
San Francisco, CA
Joseph Ramirez
New York, NY
Rachel Maglicic
Miami, FL
Nicholas Giovacchini
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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