Unclaimed Profile

Ramana Rao

99RISES INC.·PLEASANTON, California

Clean record99RISES INC.

6701 KOLL CENTER PARKWAY, PLEASANTON, CA 94566CRD# 7269523Firm CRD# 309803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ramana Rao · PLEASANTON, CA

Registration

CRD #7269523 · 99RISES INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ramana Rao is a registered financial advisor based in PLEASANTON, California, affiliated with 99RISES INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

99RISES INC.

AUM

$539K

Regulatory assets under management

Employees

Total firm employees

View all advisors at 99RISES INC. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7269523

Firm CRD# 309803

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ramana Rao offer?

Ramana Rao specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANTON, California for a consultation.

What are Ramana Rao's credentials?

Ramana Rao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ramana Rao located?

Ramana Rao is based in PLEASANTON, California, working with 99RISES INC.. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Ramana Rao charge for services?

Ramana Rao's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 99RISES INC.?

99RISES INC. has approximately 3 employees and manages $539K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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