Kalyan Raman, financial advisor Bear DE

Kalyan Raman

CRD Number: 831032
Current Firm: Centaurus Financial, Inc.

Kalyan Raman (CRD# 831032) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Bear, DE and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA Aug 2018 - Current 5
Kalyan G. Raman Mineola, NY Jul 1979 - Current 44
Voya Financial Advisors Bear, DE Sep 2014 - Aug 2018 3
Ing Financial Partners East Islip, NY Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kalyan G. Raman
Phone Number: 714-456-1790
Registered State(s):
  • CT
  • DE
  • DC
  • FL
  • GA
  • IL
  • KS
  • MD
  • MA
  • NJ
  • NY
  • NC
  • OH
  • PA
  • SC
  • TX
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    5,212
    MILLIONS
  • Total Number of Accounts
    30,814
    ACCOUNTS
  • Average Account Value
    $169,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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