Ralph Lettieri (CRD# 2218171) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 31 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chickasaw Securities LLC | Memphis, TN | Aug 2020 - Current | 3 |
| Entrustpermal Securities LLC | New York, NY | Apr 2018 - Jul 2020 | 2 |
| Invesco Advisers, Inc. | Houston, TX | Oct 2016 - Mar 2018 | 1 |
| Goldman, Sachs & Company | Chicago, IL | Dec 2001 - Oct 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- CA
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Total Assets Under Management1,972MILLIONS
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Total Number of Accounts438ACCOUNTS
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Average Account Value$4,501,362
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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