Vamsi AtreyaCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$28,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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