Sirisha S Davuluri
Investment adviser representative at Principal Securities, Inc.
10 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
10 years in the industry.
- Principal Securities, Inc.Mar 2026 to now
- Principal Life Insurance CompanyMar 2026 to now
- UnemployedFeb 2026 to Mar 2026
- Edward JonesSep 2024 to Feb 2026
- UnemployedMar 2024 to Sep 2024
- Whitecap Health AdvisorsJul 2023 to Feb 2024
- UnemployedMay 2023 to Jun 2023
- University of MinnesotaJan 2023 to May 2023
- University of MinnesotaSep 2022 to Dec 2022
- EcolabJun 2022 to Aug 2022
- University of MinnesotaJan 2022 to May 2022
- University of MinnesotaSep 2021 to Dec 2021
- Spry Insights (self Employed, Freelance Consultant)Mar 2021 to Aug 2021
- UnemployedJan 2021 to Feb 2021
- Spry InsightsAug 2020 to Dec 2020
- UnemployedMar 2019 to Jul 2020
- CargillMay 2016 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7970433
- Firm CRD
- 1137