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Srinivas Dharam Reddy

GLOBAL PORTFOLIO STRATEGIES, INC.·HARTFORD, Connecticut
SIE, Series 7, Series 24, Series 63Clean recordGLOBAL PORTFOLIO STRATEGIES, INC.
C/O PRUDENTIAL FINANCIAL, HARTFORD, CT 06103CRD# 2843385Firm CRD# 105812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Srinivas Dharam Reddy · HARTFORD, CT
Registration
CRD #2843385 · GLOBAL PORTFOLIO STRATEGIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GLOBAL PORTFOLIO STRATEGIES, INC.
CRD 105812 · SEC 801-16664
AUM
$1.7B
Regulatory assets under management
Employees
32
285 client accounts
Services offered by GLOBAL PORTFOLIO STRATEGIES, INC.
Per Form ADV
Selection of other advisers
Security ratings or pricing services
Other
View all advisors at GLOBAL PORTFOLIO STRATEGIES, INC. →
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Frequently Asked Questions

What services does Srinivas Dharam Reddy offer?
Srinivas Dharam Reddy specializes in Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are Srinivas Dharam Reddy's credentials?
Srinivas Dharam Reddy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Srinivas Dharam Reddy located?
Srinivas Dharam Reddy is based in HARTFORD, Connecticut, working with GLOBAL PORTFOLIO STRATEGIES, INC.. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does Srinivas Dharam Reddy charge for services?
Srinivas Dharam Reddy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL PORTFOLIO STRATEGIES, INC.?
GLOBAL PORTFOLIO STRATEGIES, INC. has approximately 32 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Peter Jozef Puzio
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