Ravi Myneni
Professional summary
Ravi Myneni is a registered financial advisor currently at BANYANTREE WEALTH MANAGEMENT located in Oakton, Virginia.
Ravi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ravi has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ravi Myneni's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2022 - Present
BANYANTREE WEALTH MANAGEMENT
March 3, 2008 - March 30, 2018
BANYANTREE CAPITAL ADVISORS LLC
July 11, 1997 - October 3, 1997
BNP PARIBAS SECURITIES CORP.
January 4, 1996 - March 3, 1997
CAL FP (US), INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/25/2022)
Exams
Current Firm
BANYANTREE WEALTH MANAGEMENT
CRD#: 319713 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 19,027,958 |
Red Flags
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