Suresh Donthineni (CRD# 2284419) is an Investment Advisor Representative working at Olympia Wealth Management in Lafayette, CA and has over 31 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tulsi Capital Management Inc. | Lafayette, CA | Aug 2020 - Current | 3 |
| Owm Inc. Dba Olympia Wealth Management | Lafayette, CA | Mar 2019 - Current | 5 |
| Stirling Medical Services Inc. | Lafayette, CA | Dec 2014 - Current | 9 |
| Davis Sharma Donthineni Pc | Lafayette, CA | Sep 2011 - Current | 12 |
| Cetera Investment Advisors LLC | Schaumburg, IL | Sep 2013 - Mar 2019 | 5 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Oct 2012 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- CA
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$367,829
- A percentage of assets under your management
- Hourly charges
- 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
- Other
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.