Ramesh Madhusudan, financial advisor Miami FL

Ramesh Madhusudan

CRD Number: 5389923
Current Firm: Rm Private Wealth Management Inc.

Ramesh Madhusudan (CRD# 5389923) is an Investment Advisor Representative working at Rm Private Wealth Management Inc. in Miami, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Rm Private Wealth Management Inc. Miami, FL Nov 2018 - Current 5
Raymond James Financial Services, Inc. Miami, FL Aug 2015 - Current 8
Raymond James Financial Services Advisors Inc. Miami, FL Aug 2015 - Current 8
Jhs Capital Advisors,llc Tampa, FL Jun 2013 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Oct 2012
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 Ramesh Madhusudan
Phone Number: 571-332-7618
Firm Website: https://rmpwealth.com/
Registered State(s):
  • FL
  • NJ
  • WA
By the Numbers
  • Total Assets Under Management
    148
    MILLIONS
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $874,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

FL, NJ, WA

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