Advisor at Fiduciary Consulting Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiduciary Consulting Group
Location
Greenwood Village, CO 80111
Credentials
CFA®
Industry experience
4 years
Rahman Khatir is a CFA® charterholder with four years of industry experience, currently serving at Morgan Stanley Institutional Investment Advisors LLC. He has held roles at Cook Street Consulting and Congruent Capital Group, LLC. Outside of his advisory work, he is the sole proprietor of TwoPelicansAI, LLC, a technology company based in Greenwood Village, Colorado. Morgan Stanley Institutional Investment Advisors LLC’s Fiduciary Consulting Group provides customized fiduciary and investment consulting services to institutional clients, including retirement plans, foundations, and governmental entities, offering both discretionary and non-discretionary advisory engagements supported by qualitative and quantitative manager research.
Based on Fiduciary Consulting Group
Generally, clients are billed a flat annual fee payable quarterly either in advance or in arrears; project-based fees are quoted on a case-by-case basis.
5299 Dtc Blvd., Suite 1000
Greenwood Village, CO 80111
Colorado · Texas
Morgan Stanley Institutional Investment Advisors LLC
2024 - Present (2 years)
Cook Street Consulting
2023 - 2024 (1 year)
Congruent Capital Group, LLC
2016 - 2016 (1 year)
Cook Street Consulting
2012 - 2023 (11 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
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CFP®, Series 65
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Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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