Ramesh Madhusudan
Investment adviser representative at Rm Private Wealth Management
11 yearsExperience
3 statesRegistered in
$340.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Rm Private Wealth Management Inc.Nov 2018 to now
- Raymond James Financial Services Advisors Inc.Aug 2015 to now
- Raymond James Financial Services, Inc.Aug 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, WA).
Rm Private Wealth Management
Legal name: Rm Private Wealth Management Inc.
$340.9MAssets managed
71Clients
1Advisers
6 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
- 5389923
- Firm CRD
- 300082