Unclaimed Profile

Ram [nmn] Kolluri

GLOBAL WEALTH MANAGEMENT, LLC·KINGSTON, New Jersey

Series 7, Series 63, Series 65Clean record22 years registeredGLOBAL WEALTH MANAGEMENT, LLC

4420 ROUTE 27, KINGSTON, NJ 08528CRD# 707814Firm CRD# 153677

Profile Verification

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

Identity

Ram [nmn] Kolluri · KINGSTON, NJ

Registration

CRD #707814 · GLOBAL WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

EXPONENTIAL WEALTH MANAGEMENT, LLC

Dec 2023 – present

GLOBAL WEALTH MANAGEMENT, LLC

Mar 2018 – May 2023

KINGSTON, NJ

GLOBAL WEALTH MANAGEMENT, LLC

Apr 2010 – Dec 2017

KINGSTON, NJ

ICICI GROUP GLOBAL PRIVATE CLIENTS

Feb 2004 – Jul 2010

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 5, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL WEALTH MANAGEMENT, LLC

CRD 153677 · SEC 801-71368

AUM

$235M

Regulatory assets under management

Employees

249 client accounts

Services offered by GLOBAL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ram [nmn] Kolluri offer?

Ram [nmn] Kolluri specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KINGSTON, New Jersey for a consultation.

What are Ram [nmn] Kolluri's credentials?

Ram [nmn] Kolluri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ram [nmn] Kolluri located?

Ram [nmn] Kolluri is based in KINGSTON, New Jersey, working with GLOBAL WEALTH MANAGEMENT, LLC. Their office serves clients in the KINGSTON metropolitan area and surrounding communities.

How does Ram [nmn] Kolluri charge for services?

Ram [nmn] Kolluri'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 GLOBAL WEALTH MANAGEMENT, LLC?

GLOBAL WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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