Vamsi Atreya, financial advisor Washington DC

Vamsi Atreya

CRD Number: 6219138
Current Firm: Capital Management Group Of Washington D.c.

Vamsi Atreya (CRD# 6219138) is an Investment Advisor Representative working at Capital Management Group Of Washington D.c. in Washington, DC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Management Group Of Washington D.c., Inc. Washington, DC Aug 2018 - Current 2
Capital Management Group Of Washington D.c., Inc. Bethesda, MD May 2017 - Current 4
Axa Advisors, LLC New York, NY Feb 2017 - Apr 2017 < 1
Zorc Media, LLC Bethesda, MD Jul 2016 - Feb 2017 < 1
The Prudential Insurance Company Of America Bethesda, MD Mar 2016 - Oct 2016 < 1
Pruco Securities, LLC Bethesda, MD Jul 2015 - Oct 2016 1
Indiana University-bloomington Bloomington, IN Jun 2005 - Aug 2015 10
Validant Consulting San Francisco, CA May 2014 - Aug 2014 < 1
Bank Of America Merrill Lynch Columbia, MD Jun 2013 - Aug 2013 < 1
United States Food And Drug Administration (f.d.a.) Rockville, MD Jun 2010 - Aug 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
S63 Uniform Securities State Law Examination Dec 2015
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Vamsi S. Atreya
Phone Number: (202) 655-2125
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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