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Sai Krishna Poduri

Investment adviser representative at Principal Securities, Inc.
14 yearsExperience
1 stateRegistered in
$17BFirm assets
28 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 assetsHourlyFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Principal Securities, Inc.Jun 2023 to now
  2. Principal Life Insurance CompanyMar 2023 to now
  3. Cetera Investment Advisers LLCNov 2020 to Mar 2023
  4. Cetera Advisor NetworksSep 2012 to Mar 2023
  5. Cetera Advisors LLCSep 2012 to Mar 2023
  6. Cetera Financial SpecialistsSep 2012 to Mar 2023
  7. Cetera Investment Services LLCSep 2012 to Mar 2023
  8. First Allied Advisory Services, Inc.Sep 2012 to Mar 2023
  9. First Allied SecuritiesSep 2012 to Sep 2022
  10. Genpact IndiaJul 2012 to Mar 2023

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (IA).

Principal Securities, Inc.

$17BAssets managed
51,941Clients
1,464Advisers
28 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
6115179
Firm CRD
1137
Advisor's SEC record (opens in a new tab)
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