Prathumna T Reddy
Investment adviser representative at Percent Advisors LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$70MFirm assets
Are you Prathumna T Reddy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Percent Advisors LLCDec 2021 to now
- Percent SecuritiesApr 2021 to now
- Cadence Group Inc. (dba Percent Technologies)Sep 2018 to now
- UBS Securities LLCApr 2014 to Sep 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
Percent Advisors LLC
Legal name: Percent Advisors, LLC
$70MAssets managed
28Clients
1Advisers
Under 1 yearIn 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
- 5564911
- Firm CRD
- 318890