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Bobby Adusumilli

Sjs Investment Services

Sylvania, OH

CRD 7497385

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Employer firm

Sjs Investment Services CRD 107219

$2.94B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Sjs Investment Services

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-02-07
  • OH RA
    APPROVED
    Since 2022-02-07

Branch Locations

6711 Monroe St Building 4, Suite A, Sylvania, OH 43560 • 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
Dimensional Fund Advisors Austin TX 07/2016 02/2019
Unemployed Maumee OH 02/2019 09/2019
Sjs Investment Services Sylvania OH 09/2019 12/2019
Sjs Investment Services Sylvania OH 01/2020 01/2023
Sjs Investment Services Sylvania OH 01/2023 12/2024
Sjs Investment Services Sylvania OH 01/2025 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

VENTURE VISIONARY PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC

Nearby Investors

CRAIG ARNOLD WARNIMONT
Jamie Lynn Kaczmarski
Brook Bright

Nearby Offices

VENTURE VISIONARY PARTNERS LLC · SYLVANIA, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH

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