Rukmini Sunkara
Investment adviser representative at Oasis Advisors
12 yearsExperience
2 statesRegistered in
$277.7MFirm assets
1 yearFirm 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 assetsFixed 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
12 years in the industry.
- American Global Wealth ManagementJan 2026 to now
- Oasis Advisors, LLCMay 2025 to now
- Cape Securities, Inc.Jun 2023 to now
- Ernst & YoungFeb 2019 to now
- Terra Wealth Management, LLCMar 2023 to Aug 2025
- Pfs Investments Inc.Jul 2018 to Jan 2023
- Primerica Financial ServicesSep 2017 to Jan 2023
- DeloitteDec 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Oasis Advisors
Legal name: Oasis Advisors, LLC
$277.7MAssets managed
5,051Clients
22Advisers
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
- 6946537
- Firm CRD
- 335555