Venkat Raman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  Morgan Stanley
  Oak Brook, IL

Previous Registrations

• 1998-03-23 → 2010-08-24
  Ubs Financial Services Inc.
  Norfolk, VA
  Virginia Beach, VA
  Richmond, VA
  Roanoke, VA
  Chicago, IL
  Weehawken, NJ
  Barrington, IL

Other Businesses

1. PARAM APTS LLC- APARTMENT COMPLEX- O HOURS - EFFECTIVE DATE 01/2015 2. Rental Property; Investment related; Chicago IL; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 0 3. *212449- Param Apts LLC; Investment related Yes; Villa Park, Illinois; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-01-28
• S63 Uniform Securities Agent State Law Examination
  1986-01-31

Other Names

• Venkataraman Raman
• V R Raman
• Venkataraman Radhakrishnan Ramachandraiyer
• Venkat Radhakrishnan Raman