Anupama Rames, financial advisor Lexington MA

Anupama Rames

CRD Number: 7773949
Current Firm: Sustainable Investment Partners LLC

Anupama Rames (CRD# 7773949) is an Investment Advisor Representative working at Sustainable Investment Partners LLC in Lexington, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sustainable Investment Partners LLC Lexington, MA May 2023 - Current 1
Boston Trust Walden Boston, MA May 2021 - Apr 2023 1
Bnp Paribas Asset Management Boston, MA Nov 2019 - Apr 2021 1
Liberty Mutual Investments Boston, MA Jul 2013 - Oct 2019 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Anupama Rames
Phone Number: (508)251-9421
Registered State(s):
  • MA
Current Firm Details
Sustainable Investment Partners LLC
Firm's CRD Number: 327458
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Educational seminars/workshops
Types of Clients
Registered States

MA

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