Rajiv Dixit
Serenity Capital Advisors · Pittsford, New York
Rajiv Dixit is a fee-only financial advisor at Serenity Capital Advisors in Pittsford, New York, who holds the CFP credential. Rajiv charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on estate & legacy planning, tax planning and retirement planning.
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Specialties
Who they serve
- Multi-generational families
- Retirees
Facts
| Firm | Serenity Capital Advisors |
|---|---|
| Based in | Pittsford, New York |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $64.3M across 149 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 5144936 |
| Exams passed | Series 66 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | serenitycapadvisors.com |
| Profile |
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Questions about Rajiv
Is Rajiv Dixit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rajiv holds no broker registration, and Serenity Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rajiv charge for financial advice?
Rajiv charges a percentage of assets.
How much does Rajiv charge?
According to Serenity Capital Advisors's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Does Rajiv work with clients virtually?
Yes. Serenity Capital Advisors says on its website that it works with clients remotely.
Where is Rajiv Dixit based?
Rajiv Dixit is based in Pittsford, New York.
What does Rajiv specialize in?
Rajiv's specialties include estate & legacy planning, tax planning, retirement planning, small business owners and family wealth transfer. Rajiv works with multi-generational families and retirees.
What credentials does Rajiv Dixit hold?
Rajiv Dixit holds the CFP credential.
Is Rajiv Dixit registered with the SEC?
Yes. Rajiv Dixit is registered as an investment adviser representative in FL and NY (CRD 5144936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Serenity Capital Advisors manage?
Serenity Capital Advisors reports $64.3M across 149 accounts in assets under management.
How do I contact Rajiv Dixit?
Through Rajiv's website, serenitycapadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Serenity Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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