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Amirthraj Ramakrishnan

Valuetree Financial LLC

Austin, TX

CRD 7118607

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Employer firm

Valuetree Financial LLC CRD 304226

$9.42M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Valuetree Financial Llc

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-19
  • TX RA
    APPROVED
    Since 2019-06-19

Branch Locations

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valuetree Financial Llc Austin TX 04/2019 Present
Dell Round Rock TX 06/2012 09/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-25
  • S65 Uniform Investment Adviser Law Examination
    2019-04-25
Other Names
  • Amirth Ramakrishnan
  • Amirthraj R.

View on SEC IAPD

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