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Jagdeesh Prakasam

ROTELLA CAPITAL MANAGEMENT, INC.·BELLEVUE, Washington
Clean recordROTELLA CAPITAL MANAGEMENT, INC.
800 BELLEVUE WAY NE, BELLEVUE, WA 98004CRD# 7126585Firm CRD# 301009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jagdeesh Prakasam · BELLEVUE, WA
Registration
CRD #7126585 · ROTELLA CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jagdeesh Prakasam is a registered financial advisor based in BELLEVUE, Washington, affiliated with ROTELLA CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ROTELLA CAPITAL MANAGEMENT, INC.
ROTELLA CAPITAL MANAGEMENT, INC.
AUM
$5M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at ROTELLA CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: PLATFORM SUBSCRIPTION FEES
Regulatory
SEC/IARD CRD# 7126585
Firm CRD# 301009
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jagdeesh Prakasam offer?
Jagdeesh Prakasam specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Jagdeesh Prakasam's credentials?
Jagdeesh Prakasam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jagdeesh Prakasam located?
Jagdeesh Prakasam is based in BELLEVUE, Washington, working with ROTELLA CAPITAL MANAGEMENT, INC.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Jagdeesh Prakasam charge for services?
Jagdeesh Prakasam's firm is compensated through percentage of aum, other: platform subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROTELLA CAPITAL MANAGEMENT, INC.?
ROTELLA CAPITAL MANAGEMENT, INC. has approximately 23 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROTELLA CAPITAL MANAGEMENT, INC.

Robert Philip Rotella
BELLEVUE, WA
Brad Ostercamp
BELLEVUE, WA
Kenneth Seong Koh
BELLEVUE, WA

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Research
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