Ramesh
Madhusudan
Rm Private Wealth Management Inc
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About this Advisor
Ramesh Madhusudan is a financial advisor operating in Miami, Florida, with a total of 4 years of relevant experience. Madhusudan currently works for Rm Private Wealth Management Inc. Over the course of their career, Madhusudan has held roles at Jhs Capital Advisors, LLC, National Securities Corporation, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Rm Private Wealth Management Inc. Madhusudan maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida, New Jersey and Washington. Rm Private Wealth Management Inc is a registered investment company that has its headquarters in Miami, FL. It oversees $148 million in assets among its 169 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 169 client accounts, 100% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Rm Private Wealth Management Inc performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Rm Private Wealth Management Inc may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rm Private Wealth Management Inc Brokerage Details
$147,832,707
1
169
$874,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ramesh Madhusudan Work History
Ramesh has been registered as a financial advisor for 4 years.*
Rm Private Wealth Management Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Jhs Capital Advisors,LLC
National Securities Corporation
*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 Ramesh Madhusudan 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 Rm Private Wealth Management Inc
Miami, FL
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