Ravi AdimoolamCRD Number: 2006164
Current Firm: Citigroup Global Markets Inc.
Ravi Adimoolam (CRD# 2006164) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Richmond Hill, NY and has over 24 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
Altium Wealth Management LLC
|Citigroup||Richmond Hill, NY||Jul 2014 - Current||2|
|J.p. Morgan Securities LLC||South Richmond Hill, NY||Oct 2012 - Jul 2014||1|
|Chase Investment Services Corp||South Richmond Hill, NY||Dec 2009 - Oct 2012||2|
|Citigroup Global Markets Inc.||Queens, NY||May 2007 - Dec 2009||2|
|Citicorp Investment Services||Richmond Hill, NY||Oct 1992 - Oct 2007||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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