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Sujatha Reddy Avutu

Investment adviser representative at Verity Asset Management
15 yearsExperience
2 statesRegistered in
CFADesignation
$1.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Verity Asset ManagementJan 2022 to now
  2. Aston PeakMay 2016 to now
  3. Florida Property InvestmentsJan 2011 to Dec 2019

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

Verity Asset Management

Legal name: Verity Asset Management, Inc.

$1.2BAssets managed
5,838Clients
53Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2028088
Firm CRD
158667
Advisor's SEC record (opens in a new tab)
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