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Udaya Ratnayake

Investment adviser representative at BMO Nesbitt Burns Securities Ltd.
32 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

32 years in the industry.

  1. BMO Nesbitt Burns Securities Ltd.Nov 2020 to now
  2. BMO Nesbitt Burns Inc.Oct 1994 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

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

BMO Nesbitt Burns Securities Ltd.

$1.2BAssets managed
1,086Clients
35Advisers
10 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
8200989
Firm CRD
281337
Advisor's SEC record (opens in a new tab)
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