Winnie Rajakumar, financial advisor Pittsburgh PA
93 score

Winnie Rajakumar

CRD Number: 5605146
Current Firm: Kailasa Capital Management LLC

Winnie Rajakumar (CRD# 5605146) is an Investment Advisor Representative working at Kailasa Capital Management LLC in Pittsburgh, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Kailasa Capital Management LLC Pittsburgh, PA Jun 2017 - Current < 1
Indiana University- Kelley School Of Business Bloomington, IN Aug 2015 - Current 2
Bank Of America, N.a. Pittsburgh, PA Sep 2015 - Jun 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh, PA Aug 2015 - Jun 2017 1
Raymond James Financial Services Oakdale, PA Dec 2014 - Jul 2015 < 1
Thakar Financial LLC Oakdale, PA Dec 2014 - Jul 2015 < 1
Pnc Investments Pittsburgh, PA Dec 2013 - Dec 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh, PA Oct 2010 - Nov 2013 3
Pnc Investments/bank Na Pittsburgh, PA Apr 2010 - Oct 2010 < 1
Unemployed Pittsburg, PA Feb 2010 - Apr 2010 < 1
Northwestern Mutual Investment Services LLC Monroeville, PA Nov 2009 - Feb 2010 < 1
New York Life Insurance Company Pittsburgh, PA Oct 2008 - Nov 2009 1
Ny Life Securities LLC Pittsburgh, PA Oct 2008 - Oct 2009 1
Penns Forest Trafford, PA Sep 2007 - Sep 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Winnie J. Rajakumar
Phone Number: (412) 515-1522
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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


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