Rajeev Kotyan has been CCO of Innovative Advisory Group since February 2008, is a control person of the firm and directly owns under 5% of it.
Innovative Advisory Group, LLC is a Lexington, MA firm with $194M under management, 300 clients and 8 advisers across 5 offices, as of its September 2026 filing.
Rajeev Kotyan is Principal of Innovative Advisory Group, where he also holds the position of Chief Compliance Officer and Chief Risk Manager. He is co-chair of the Investment Committee and Head of the Alternative Investment Risk Management Group. His background includes corporate and institutional risk management and work with start-up technology and financial firms, including Charles River Development & Brokerage and Progress Software.
Rajeev Kotyan’s longest registration is the current one, 18 years at Innovative Advisory Group since 2008. Before joining Innovative Advisory Group in 2008, Rajeev Kotyan was registered through US Financial Advisors, LLC.
- Innovative Advisory Group, LLC– · under a yearLexington, MA · Adviser representative · Firm CRD 164541
- Innovative Advisory GroupCurrent– present · 18 yearsLexington, MA · Adviser representative · Firm CRD 146618
- US Financial Advisors, LLC– · under a yearArlington, MA · Adviser representative · Firm CRD 108763
Investment adviser representative registrations
Rajeev Kotyan is registered as an investment adviser representative in 22 states. The first approvals date from July 2008; the most recent is Montana, in August 2026.
- ArizonaSince 29 March 2018
- CaliforniaSince 20 January 2022
- ColoradoSince 8 March 2023
- ConnecticutSince 22 January 2022
- FloridaSince 16 February 2022
- LouisianaSince 21 February 2022
- MaineSince 22 July 2008
- MarylandSince 19 January 2022
- MassachusettsSince 9 July 2008
- MichiganSince 28 April 2022
- MinnesotaSince 20 September 2019
- MontanaSince 25 August 2026
- NebraskaSince 23 September 2025
- New HampshireSince 4 February 2009
- New JerseySince 26 January 2011
- New YorkSince 20 January 2022
- North CarolinaSince 13 March 2023
- PennsylvaniaSince 29 April 2022
- South CarolinaSince 22 June 2020
- TexasSince 6 January 2021
- VirginiaSince 27 January 2022
- WashingtonSince 13 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rajeev H Kotyan
- CRD
- 5479610
- Firm
- Innovative Advisory Group · CRD 146618
- Role
- CCO
- Office
- 394 LOWELL STREET, SUITE 8, Lexington, MA 02420
- Registration
- Investment adviser registration
- In the industry since
- April 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- innovativewealth.com
Where does Rajeev Kotyan work?
Rajeev Kotyan has been CCO of Innovative Advisory Group, LLC since February 2008, and is a control person of the firm.
Is Rajeev Kotyan a financial advisor?
Yes. Rajeev Kotyan has a current investment-adviser registration in Arizona, California, Colorado, Connecticut, Florida, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Washington, through Innovative Advisory Group since July 2008.
How many years of experience does Rajeev Kotyan have?
Rajeev Kotyan has 18 years in the financial industry, since April 2008, across 3 adviser firms.
What exams has Rajeev Kotyan passed?
Rajeev Kotyan passed the Series 65 in December 2007.
Where did Rajeev Kotyan work before Innovative Advisory Group?
Before Innovative Advisory Group, Rajeev Kotyan was registered through US Financial Advisors, LLC, April 2008 to July 2008.
Where is Rajeev Kotyan based?
Rajeev Kotyan’s registered office is in Lexington, MA.
Is Rajeev Kotyan registered with FINRA?
No. Rajeev Kotyan has no current broker registration.
How can I verify Rajeev Kotyan’s record?
Search CRD 5479610 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rajeev Kotyan’s full registration record.
